Consulting Services

Although most of our clients have the financial professionals of our firm actively manage their portfolio and take responsibility for the investment selection, trade execution, and custody of assets, for some clients it is not always preferable or feasible.

Our consulting services, through Commonwealth Financial Network®'s PPS Consulting, are a great fit for those who prefer to maintain control over their own portfolios but occasionally would like a professional opinion on investment selection or risk exposure, or for those who would like assistance or advice with financial projects outside of asset management.

These services may include:

  • Portfolio analysis
  • Retirement planning
  • Estate planning investment analysis
  • Business succession planning
  • Executive fringe benefit analysis
  • Corporate retirement plan analysis
  • Risk management planning

These services are available at an hourly rate, or we can charge a flat fee for ongoing projects.

Through our consulting services, we will provide you with the same quality service that all of our clients have come to expect, but you remain free to implement any recommended course of action “on your own” if that is your preference.