Our Process & Services

Professional Guidance-to simplify your investment decisions.

We live in a complex financial world, filled with opportunity and risk. In this rapidly changing economic and legal environment, even the most informed and conscientious investor can be overwhelmed. After all, there are more than 10,000 mutual funds alone and that doesn't include the thousands of stocks, bonds, and other investment choices available.

So, how do you build and protect your hard-earned assets? How do you lay the foundation for meeting your financial goals with confidence?

You begin by making one simple, but important decision: working with a professional who will be there for you over the long term-Community Wealth Management.

When you do, you'll benefit form the expertise and objective viewpoint of a professional who will be a true partner-one who will assist you in charting a long-term strategy that is designed to balance your personal and financial objectives with your tolerance for risk.

When you work with Community Wealth Management, you'll see how we've refined the process of building and protecting your wealth into a five-step program that will:

1. Define your personal and wealth management objectives

2. Create a wealth management plan

3. Orchestrate your wealth management team-with your other professional advisors

4. Implement your plan

5. Monitor: evaluate and continually update your progress

Our five-step process is designed to create a powerful framework for helping to achieve your goals. Once your plan is in place, however, you must commit to the most important step of all: adhering to your plan, maintaining a disciplined strategy through the market fluctuations and the passage of time to give your plan the best chance for success. That's where Community Wealth Management can help. After all, we typically trust a plan that we help create and tend to distrust things sold to us.

 Financial Planning

 You've probably heard the old adage: "If you don't know where you're going, any road will take you there". While that may be a pleasant way to take a vacation, it could led to considerable uncertainty when it comes to your financial future.

How do you find out what's the best thing to do about your financial situation? Simple. You figure out exactly what you have, where it's going, and what your goals are- then you plan accordingly. And that's where Community Wealth Management can help.

With the expertise of Community Wealth Management and the convenience of a full-service investment firm- INVEST Financial Corporation at your command, achieving your financial goals can be more than just a dream. We're ready to help you turn your financial goals into reality.

Specific assistance is available for:

• Planning to accumulate funds for your retirement. Or, if you are already retired, determining whether you have adequate income. We also can develop a plan for investing lump sums received from a retirement plan and review the tax impact of different options.
• Planning for your estate and strategies to help pass assets to heirs and other beneficiaries efficiently.
• Reviewing your present portfolio and making recommendations for the allocation of your assets based on your investment objectives and risk tolerance.
• Helping to ensure your wealth is being managed in a tax-efficient manner by working with your tax advisors.
• Establishing a program to help meet the cost of educating your children (or grandchildren).
• Analyzing your life insurance needs to protect your family.