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Meeting Your Needs with Compassion and Clarity

Life’s transitions often take us by surprise. Every woman’s journey through life is unique. And yet the financial questions that arise at the crossroads of life tend to be similar.
  • What should I do next with my finances?
  • Will I have enough money to live comfortably and feel secure?
  • Can I take care of my family, from aging parents to children and grandchildren?
  • Do I have the information I need to feel confident in my decisions?
  • Do I have a smart financial plan, and does it align with my values and priorities?
  • Should I change my investments? Do I need insurance?
First, we listen. We listen so that we can understand what is on your mind. We help you sort through all your concerns and help you identify the real issues. We answer your questions, and you gain clarity and control.

Life is full of change, whether from retirement, job loss, divorce, illness, or death of a partner. We work with you to identify your next steps and to define your needs and goals. We analyze the impact of major life transitions, and design financial recommendations to help you move forward in a way that makes sense for you.

While our practice serves men, women, families, and multiple generations, we are especially equipped to recognize, anticipate, and meet women’s specialized needs.

Read a few of our clients’ stories here to get a sense of our personalized approach.

Let us help smooth your journey through life’s transitions with a solid financial plan crafted just for you.
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This communication strictly intended for individuals residing in the states of AR,CA,CT,DE,FL,GA,IL,MA,MD,ME,MI,NC,NH,NJ,NM,NY,TX,VT,WY. 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 offered through Commonwealth Financial Network®, Member FINRA, SIPC. Investment advisory services may be offered through
Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser.
Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth.
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