We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision:
- Investment Management*
- Cash Flow and Debt Management
- Education Planning
- Business Planning
- Retirement Planning
- Family Risk Management Planning
- Legacy Planning
- Special Situations Planning
Our team can assist you in answering the following questions:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Am I doing the right things to minimize taxes?
We have helped many people with similar concerns, and we look forward to building a long-term relationship with you.
*Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency. Tax planning and tax preparation services offered by Hadad-Milinazzo Financial Group, Inc. are separate and unrelated to Commonwealth.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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