Strategically planning for your long-term success.  

As you transition through life’s phases, you will be presented with complex financial choices. From choosing to defer social security to tax implications on charitable giving to comprehensive estate planning, these subjects have multiple components.

The Commonwealth Planning Team ensures you have all factors considered when moving forward. They are experts at navigating multifaceted financial issues, creating the most strategic path forward.

Together we give you the most comprehensive and researched approach for the long term.

Commonwealth Planning Team

 Rose Watson, JD, MSEL

Rose Watson, JD, MSEL

Director, Advanced Planning

Read more

Justin Duft, CFP®, JD, MSFS, CLU®, ChFC®, CLTC

Justin Duft, CFP®, JD, MSFS, CLU®, ChFC®, CLTC

Advanced Planning Consultant

Read more

 Maureen Baxter, MBA, CLU®, ChFC®

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Read more

 Patrick Noonan, CFP®

Patrick Noonan, CFP®

Advanced Planning Consultant

Read more

 Heather Zack, JD

Heather Zack, JD

Advanced Planning Consultant

Read more

 Olivia Zaiya, JD, MBA

Olivia Zaiya, JD, MBA

Advanced Planning Consultant

Read more

Whitney Drechsler, JD, LLM

Whitney Drechsler, JD, LLM

Advanced Planning Consultant

Read more