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CommonWealth Financial Planning, LLC

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CommonWealth Financial Planning, LLC

Overview:

Whether you are looking for a comprehensive financial plan or advice about one specific area of your financial life, whether you have a lot of money or only a little, whether you’ve been in charge of your financial affairs for years or are just starting out, we can help. CommonWealth Financial Planning, LLC offers advice about such issues as:

   *      Investments
   *      Budgeting
   *      Retirement
   *      Insurance
   *      Estate planning
   *      Employee benefits
   *      Income tax planning
   *      Paying for college

We tailor our services to your needs, whether you are seeking:

   *      A comprehensive financial plan
   *      Advice about one or two burning issues
   *      A second opinion
   *      An annual financial checkup
   *      Or an answer to a financial question

As always, our advice is objective and based on your unique situation. We do not sell products or manage your assets, but provide our guidance, planning and recommendations on an hourly, as-needed basis.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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