FOR INDIVIDUALS

Service

It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients' varying needs. We understand that your goals and dreams can’t be reached with a cookie-cutter approach. Our services are uniquely tailored to address your specific concerns.

  • Independent, Objective Portfolio Analysis
  • Asset Allocation Review
  • Risk Tolerance Analysis
  • Roth IRA Conversion Analysis
  • Estate Tax Reduction & Financial Legacy Review
  • Beneficiary Review
  • Income Tax Reduction Analysis
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Income Replacement Needs Assessment
  • Multi-Generational Qualified Disbursement Review
  • Long-Term Care Cost/Benefit Analysis
  • In-Force Life Insurance Audit

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility of additional planning solutions.

Fixed insurance products and services are separate from and not offered through Commonwealth. Friedline Financial does not offer legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

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