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asnv-3

  • Home
  • Our Firm
    • Meet Your Team
    • Your Broker Dealer
    • Security & Privacy
  • Our Services
    • Retirement Planning
    • Investment Management
    • Financial Planning
    • Risk Management
  • Client Experience
    • News & Events
  • Client Resources
    • Retirement Planning Resources
    • Investment Management Resources
    • Financial Planning Resources
    • Risk Management Resources
  • Contact
    • Contact Us
    • Directions
  • Account Access
    CGF_Interior_Header_Client_Resources
     

     

     Financial Planning


    Education Planning

    • Best Ways to Save for College
    • Guide to 529 Prepaid College Tuition Plans
    • Kiddie Tax
     

    Working Years

    • Benefits of Accumulation
    • So You Want to Buy a Vacation Home
    • Tips for Smooth Job Transitions
    • Benefits of Business Planning
    • Business Continuation Planning Options
    • Business Life Cycles
     

    Divorce

    • Tax Considerations in a Divorce
     

    Caring for Aging Parents

    • Caring for an Aging Parent
     

    Death of a Loved One

    • A Step By Step Guide for Executors
    • Executor Checklist
    • Executor Guide
     

    Estate Planning

    • Benefits of Estate Planning
    • Do I Need an Estate Plan?
    • Estate Planning 7 Point Checklist
    • Estate Planning Documents
    • Examine Your Current Plan
    • FAQ IRA and Trust Basics
    • A Step-by-Step Guide for Executors
    • Transfer on Death Accounts
    • Trust Basics

    This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, IN, MA, MD, NC, NH, NJ, NY, OR, PA, RI, SC, TN, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.   Fixed insurance products and services offered through ClearGuidance Financial or CES Insurance Agency.   

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    ClearGuidance Financial 30 Waterside Drive, Suite 100, Farmington, CT 06032 | P860.470.7384 | F860.470.7190