Situations When You Might Need Advice
"Throughout your lifetime, you’ll be faced with situations that may require helpful advice from an experienced professional. We seek to serve as your one-stop tax and investment resource, guiding you through the various financial milestones in life."
Deb Towers, CEO, Enrolled Agent, Financial Advisor
The following are occasions when you may need advice. Our Team is Ready to Help.
Starting, buying, selling, or closing a small business
Changing or leaving a job
A raise or promotion
Before receiving a distribution from a 401K or pension plan
Buying or selling a house or rental property
Refinancing your current home
Receiving an inheritance
Making a charitable contribution
Giving or receiving a gift over $13,000
Anytime your investment time horizon changes
Retiring or starting to receive Social Security
Having a child
Questions about financing your own, your children’s, or your grandchildren’s education
Any situation where you would just want to talk or get a second opinion
*Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Tax preparation accounting, bill pay, and payroll services offered by Towers Wealth Management, Inc. are separate and unrelated to Commonwealth.