SEVEN PILLARS OF FINANCIAL SUCCESS

Specialized strategies and financial planning services designed with your goals in mind

THESE 7 PILLARS FORM AN IMPORTANT BASE FOR FINANCIAL SUCCESS

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SEVEN PILLARS FORMS A SINGLE FOUNDATION

Our team has identified 112 things we do spanning the entire financial life of our clients.  Rather than attempt to name each activity, we simplified them into Seven Pillars of Financial Success.

Seven Pillars of Financial Success concept photo with woman standing at the top of steps next to grand pillars.

YOUR FINANCIAL PLAN GROWS WITH YOU

As part of our approach to planning, we explore each pillar in detail to determine which ones require immediate attention and which are long-term.  With these findings, we customize your short-term and long-term plan, offer straightforward investment advice, consider ways to mitigate risk to your portfolio and recommend a blend of tax strategies that help you keep more of what you’ve earned.

 

THE SEVEN PILLARS FORM A CLEAR IMAGE OF THE VALUE WE BRING TO CLIENTS

While not all of the pillars may be relevant to you today, many may be over time as your life evolves.  Through a routine cadence of reviews, these pillars can be added as they become necessary.  Instead of outgrowing your financial plan, you continually grow into it.

 

 

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Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.