About Commencement financial planning llc
Commencement Financial Planning LLC: Your Trusted Partner in Financial Planning
Commencement Financial Planning LLC is an independent and fee-only registered investment advisor located in Lakewood, WA. The company was founded with the mission of providing comprehensive financial planning services to individuals, families, and businesses. With a team of experienced professionals, Commencement Financial Planning LLC has been helping clients achieve their financial goals for over a decade.
At Commencement Financial Planning LLC, we believe that everyone deserves access to high-quality financial advice. That's why we offer personalized solutions tailored to each client's unique needs and circumstances. Our team takes the time to understand your goals and objectives before developing a customized plan that aligns with your values.
Our Services
We offer a wide range of services designed to help you achieve your financial goals. Whether you're just starting out or nearing retirement, our team can help you navigate the complex world of finance with confidence.
Investment Management: We provide professional investment management services designed to help you grow your wealth while minimizing risk.
Retirement Planning: Our retirement planning services are designed to help you prepare for a comfortable retirement by creating a customized plan based on your unique needs and circumstances.
Estate Planning: We can help you create an estate plan that ensures your assets are distributed according to your wishes while minimizing taxes and other expenses.
Tax Planning: Our tax planning services are designed to minimize your tax liability while maximizing deductions and credits.
Insurance Analysis: We can review your insurance policies and recommend changes or additions based on your specific needs.
Why Choose Us?
There are many reasons why clients choose Commencement Financial Planning LLC as their trusted partner in financial planning:
Fee-Only Structure: As fee-only advisors, we do not receive commissions or other incentives for recommending certain products or investments. This means our advice is always unbiased and focused solely on what's best for our clients.
Independent Advice: We are not affiliated with any banks, brokerage firms, or insurance companies. This means we have the freedom to recommend the best products and services for our clients without any conflicts of interest.
Experienced Professionals: Our team includes experienced financial planners, investment managers, and tax professionals who are dedicated to helping clients achieve their financial goals.
Personalized Service: We take the time to get to know each client personally and develop a customized plan that aligns with their unique needs and circumstances.
Comprehensive Approach: We offer a wide range of services designed to help clients achieve their financial goals at every stage of life.
Visit Our Website Today
If you're looking for a trusted partner in financial planning, look no further than Commencement Financial Planning LLC. Visit our website today to learn more about our services and schedule a consultation with one of our experienced professionals.