Our Services
- Investment Management
- Education Planning
- Business Succession Strategies
- Post-Retirement Income Planning
- Estate Planning
- Charitable Giving Strategies
- Strategies For Minimizing Tax Burdens
- Personal & Business Tax Preparation*
- Representation Before The IRS*
- Accounting & Payroll Services*
* Tax Preparation and payroll services offered by Innovative Financial Tax and Accounting Services are separate and unrelated to Commonwealth Financial Network®,