Our Mission
To understand where you and your family are today, and where you would like to go and then our team will create plans to help you achieve that.
WHAT WE Do
FOR YOU.
ASSET MAXIMIZATION
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
ASSET ALLOCATION & RISK
We pride ourselves on providing retirement strategies to our surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
NEW GENERATION RETIREMENT
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
INCOME PLANNING
Income planning for retirement can be a daunting task because there’s a lot to learn. We are here to help you navigate through income planning and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
FEDERAL EMPLOYEE BENEFITS
Are you a federal employee who is seeking a better understanding of your benefits? Are you beginning to think about your future retirement plans? Commonwealth Guardians is available to assist you through each phase of retirement.
SOCIAL SECURITY
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
TAX STRATEGIES
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.