What We Offer: Planning Resources

Let our team of experts help you find the solutions to address all your clients’ financial planning needs.


Financial Planning Playbook
The Financial Planning Playbook moves you forward

Use our comprehensive guide to help you grow your financial planning practice according to your business model and level of experience. This step-by-step resource helps you create plans for protecting, preserving, accumulating, and transferring clients’ wealth in the most tax-efficient manner possible.

It’s flexible enough to allow you to concentrate on as few or as many strategies as you like, and as your services grow and clients’ needs demand, you can add and strengthen strategies and personalize your playbook accordingly.

Integrated software, web-based tools

Commonwealth’s web-based Research Package provides information on mutual funds, variable annuities, and individual securities and includes Argus, Value Line, S&P, and Broadridge/Forefield.

We also offer substantial discounts on MoneyGuidePro, NaviPlan, Money Tree, and Financial Profiles planning software. And MoneyGuidePro is fully integrated with our Client360°® platform for a fast, efficient way to create financial plans.

Commonwealth Forum
The expertise you need for any challenge

Tap into the extensive knowledge and experience offered by our Advanced Planning team of experts. Get assistance on dealing with the more sophisticated aspects and topics in financial planning and wealth management, including:

  • Estate planning
  • Taxation planning
  • Business planning
  • Charitable giving
  • Retirement income planning
  • Executive benefits
  • Concentrated stock
  • Advanced insurance planning
Find answers through the Commonwealth Forum

The Commonwealth Forum is an exclusive online community that lets you tap into the knowledge and experience of hundreds of other Commonwealth advisors, as well as the expertise of home office staff. It’s your connection to instant collaboration with peers to help you create and manage sophisticated plans for complex portfolios.

Wealth Management Consulting Program

As an Investment Adviser Representative of Commonwealth, you have the ability to charge hourly fees for consulting services under Commonwealth’s federally Registered Investment Adviser umbrella program.

Take advantage of our Financial Planning Playbook to assist you in creating winning strategies for your clients. And the Commonwealth Forum, our exclusive online discussion group that gives you easy access to a broader universe of expertise and a diversity of perspectives. Through the forum, you can gain insight on confusing or unusual situations—or share advice, approaches, and ideas for expanding your business with other advisors and Commonwealth staff. You also have access to discounts on MoneyGuidePro, Money Tree, and NaviPlan financial planning software.

Solutions for an aging population

Take advantage of a comprehensive range of products, assistance with the process of developing your retirement business, and sophisticated planning tools to help you create sustainable retirement income plans for your clients.

We help you stay competitive with retirement income-oriented mutual fund portfolios, annuities, alternative investments, and separately managed accounts, and we offer independent guidance, market expertise, and practical knowledge on a wide range of topics, including business best practices, the retirement visioning and goal planning process, and creative problem solving on specific client cases.