Planning

Your clients have complex financial planning problems, but you don't have to solve them on your own. Count on Commonwealth's in-house Advanced Planning team for knowledge and guidance.

Proactive extension of your practice

A proactive extension of your practice

Planning has become integral to our corner of the financial services industry. Good thing we've always considered it so. And our team of financial planning professionals, lawyers, and subject-matter experts is here to take concerns off your plate—and put time back in your day—by providing creative solutions that help you serve existing clients and even zero in on a new niche. We'll help you with:

  • Growing your financial planning and wealth management business using our in-house consulting program
  • Comprehensive financial planning support for your clients, ranging from trust and estate planning to social security and beyond
  • Legal document review
  • Selecting the ideal financial planning software for your business

Sumedha Malhotra, Armstrong, Fleming & Moorewith Commonwealth since 2019
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Get the Estate Planning Blueprint for Financial Advisors to help you coordinate estate plans and explore the sensitive issues your clients face.

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An immersive approach to problem-solving

We approach your planning challenges like family members, not just service providers. Commonwealth's Advanced Planning team goes beyond simply answering your questions—we provide holistic solutions that consider not just your clients' assets and liabilities but their goals and dreams as well.

Our expertise runs deep, so you can focus on your relationships and leave the digging to us. Consult with us on: 

Charitable Planning

Education Planning

Trust and Estate Planning

Deferred Compensation

Advanced Insurance Concepts

Concentrated Stock Planning

Health Care in Retirement

Special Needs Planning

Stock Option Planning

Elder Care Planning

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Are we a good fit?

Hi, I'm Andrew, and I'm the managing principal in charge of business development. I can't wait to learn more about you and share our Commonwealth story.