What’s New


We share valuable information to help keep you informed, educated, and well-positioned to pursue your financial goals.




To Keep or Not to Keep: A Guide to Common Records-Retention Questions

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.


Food Truck-Oak Central

Join Us for Lunch

Drop off documents to be shredded and any items you wish to donate to Foodlink.

Wednesdsay, May 26th 
11:00 a.m. - 2:00 p.m.


L&L SS and Tax

Lunch and Learn

When to take Social Security and the Tax Implications

Tuesday, June 22nd
12:00 – 12:45 pm


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Schedule a Meeting

Easily select a time to meet with an advisor that works best for you.

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Account Access

View your financial information all in one place.


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Market Updates

Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.

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Financial Guidance

Read informative articles and financial tips.

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Worksheets & Reference Materials

Explore the useful financial planning resources we’ve gathered for you.

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Use our helpful interactive tools and estimators.

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Membership Access