From retirement and financial estate planning to taxes and insurance, let us develop your retirement plan with flexibility and longevity in mind!
Services 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.
- Retirement
- Tax Planning
- Financial Estate Planning
- Life and Long-Term Care
- Asset Allocation
- Social Security
Services for Companies
Business owners are faced with a unique set of challenges, regardless of company size. We strive to address the unique goals and needs of every business owner.
- Tax Planning
- Executive Bonus Plans
- Defined Benefit Plans
Fixed insurance products and services are separate from and not offered through Commonwealth. Friendline Financial does not offer legal or tax advice. You should consult a legal or tax professional regarding your individual situation.