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Year-End Financial Planning Checklist
When it comes to selecting a financial advisor, you're free to choose the firm you believe is best suited to help you meet your objectives—and who provides the level of service and support you deserve.
But did you know that Align FSG benefits from the same freedom of choice in selecting a broker/dealer? We choose whom we partner with to process the transactions we make on your behalf and to help us help you pursue your goals. From among the many firms out there, we've chosen Commonwealth Financial Network®.
Commonwealth is the partner who we think can best support us in helping you pursue your financial objectives and whose culture we think mirrors our model of personal, world-class service. We invite you to read on to learn how this powerful combination of local, personal financial advisor and national broker/dealer can add up to some significant benefits for you.
Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around helping financial advisors do whatever it takes to serve our clients. It's that infrastructure—and the always-expanding wealth of resources it provides—that makes it easier for Align FSG to strive to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Your investment portfolio is one key component of an integrated wealth management strategy that can help you stay on track to your long-term objectives. Through our Commonwealth connection, Align FSG joins teams of leading wealth management professionals, and other specialists to help ensure that we develop a comprehensive strategy to help you with: