WELCOME TO COMMON CENTS PLANNING
Full-service financial management
Common Cents Planning is a full-service wealth management company. Our expertise extends well beyond asset management to financial, retirement, and estate planning; risk management; and a full complement of insurance products, including long-term care, life, and disability insurance.
Streamlined, time-saving, financial management expertise
Our services seek to make it easier for our clients to build, manage, and preserve their wealth by simplifying and streamlining their financial activities. We utilize a team-based approach that includes financial planners to educate our clients about their financial options and to proactively address each client's unique financial needs. Our comprehensive, solutions-oriented approach gives clients the direction and confidence they need to take action toward their financial goals.
Busy professionals, business owners, and retirees
We work closely with busy professionals, business owners, and those transitioning into retirement to deliver customized wealth management strategies and world-class service. We work together with our clients to develop a trusted long-term relationship with our experienced wealth management team.
Comprehensive guidance and world-class service
We believe that comprehensive financial planning is key to your long-term financial success and to your peace of mind. Therefore, our goal is to help all clients maximize the power of their income and assets by implementing time-tested strategies for saving, investing, spending, and capital preservation. Our full-service team is committed to offering every client continuous personal attention so that every detail of your wealth management strategy is fully implemented, both now and into the future.
Complimentary initial consultation
If you feel you may benefit from the services of Common Cents Planning, please contact us to schedule an appointment. We look forward to discussing your financial goals and how Common Cents Planning may be able to assist you.
2009, 2010, 2011, 2012, 2013, 2014, and 2015.*
* Based on 10 objective eligibility and evaluation criteria, including minimum of 5 years as an active credentialed
professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more