Services
Comprehensive Financial Planning Services:*
- Identification of Financial Goals
- Cash Flow Analysis
- Net Worth Statement
- College Planning
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Asset Allocation Analysis
- Tax Reduction Strategies
Investments:*
- Mutual Funds
- Wrap-Fee Accounts
- Individual Retirement Accounts/Roth IRA’s
- Rollovers
- Retirement Plans (SEP’s, SIMPLE’s, 401(k)’s)
- College 529 Plans
Insurance:
- Annuities (Fixed, Variable*, Indexed)
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Savings Accounts
Tax Preparation/Consulting:
- Individual Tax Preparation
- Business Tax Preparation (Corporation, S-Corporation, Partnership, LLC)
- Fiduciary Tax Preparation
- Electronic Filing
- Payroll Reporting
- Small Business Startup/Consulting
- Tax Planning and Consulting
Notary Services
*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.