Empowering You to Make a Meaningful Impact

Financial Planning is a Verb, Not a Noun.

At Commonwealth Financial Group, we believe that financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives.

As industry pioneers, we have enhanced financial planning with our unique ongoing model. Our dedicated Planning Experience team is here to elevate your practice, offering expertise and guidance to strive toward positive outcomes for your clients.

Let us show you how we can transform the way you approach financial planning.

Success In Numbers

The following statistics prove that clients value a strong financial planning relationship more than traditional product-focused advice. As a result, our team goes above and beyond to provide insightful guidance, educational resources, and access to cutting-edge technology to help our clients achieve financial confidence and reach their maximum potential.

In our experience…

0%
of clients want a simple, straightforward and easy to complete process
0%
of clients ranked the actual plan deliverable as the least important in the relationship
0%
of clients feel their Financial Planner has a complete and thorough understanding of their goals and values
0%
of clients are very likely to refer their Financial Planner to a friend, relative, or colleague

Modern Financial Planning

We view financial planning as a dynamic process that centers on our clients' goals and values.

Our approach is built on the belief that to achieve true financial potential, we ought to maximize options and outcomes, rather than simply taking a linear, goals-based approach. With this philosophy, we are committed to helping our clients navigate life's ever-changing circumstances and empowering them to make informed decisions that align with their personal aspirations.