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. 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 I have this whole team of people that I can easily approach if I'm ever stuck. Whether it's a social security-related question or a question about required minimum distributions, the Advanced Planning team is a great resource. It lets me do more planning work, giving me more time to focus on each client. Sumedha Malhotra, Armstrong, Fleming & Moore with Commonwealth since 2019 Get our Estate Planning Blueprint to help you coordinate estate plans and explore the sensitive issues your clients face. Download Now Check out some of our related insights: 12.30.20 Time for a Checkup: The Financial Plan Audit 11.23.20 Benefit or Backfire: Navigating the Irrevocable Medicaid Trust 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 What We Offer Practice Management Marketing Technology Community Compliance Investment Solutions Flexible Affiliations Research Planning 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. Let's Connect About Us Our Insights Careers Member Login For Clients Press and News Contact Us Accessibility Policy Waltham 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 San Diego 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2020 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved.