SERVICES | Overview

A variety of fee-based services may be provided through our registered investment advisor (RIA) or through the relationship of our investment advisor representatives who are affiliated with the RIA of Commonwealth Financial Network. Such services include:

Retirement Planning

  • Specialized IRA distribution planning and services.
  • Retirement plans, such as 401(k), 403(b), profit sharing/pension plans, and SIMPLE plans.

Asset Management

  • Fee-based portfolio management using a variety of private money managers offered through our association with Commonwealth Financial Network.

Estate Planning

  • Recommendations for structures of wills and trusts, in cooperation with an attorney. This may sometimes involve a need for life insurance services, which we may provide through a variety of carriers.

Investment Securities

Offered through Commonwealth Financial Network, a registered broker/dealer (Member NASD, SIPC), we have access to a multitude of investments, including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Unit Investment Trusts—general and industry-specific
  • Variable Annuities
  • Section 529 Education Funding plans
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This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,CT,DC,DE,FL,GA,IN,MA,MD,ME,MI,NC,NJ,NY,OH,OR,PA,SC,VA,WV.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
Financial planning provided by Sherman, Werst & company, Inc. in Pennsylvania
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