Pioneering better ways to buy insurance, investments, and employee benefits
  
FOR INDIVIDUALS | Investing                                     Contact Us at (610) 889-9500

Individuals today are increasingly inclined to use an objective planner to determine their financial needs— one who offers low-cost products to satisfy these needs and who provides the ongoing knowledge and support to keep their plans on track.

The Conestoga Group has developed an affordable approach for you to implement this process. For a small fee, a Comprehensive Planning Analysis will review your current situation, including life, disability, and long term care insurance needs, and provide the additional funding requirements needed to pursue any number of retirement, education, or other objectives. A second, optional small fee will engage us to develop specific asset allocation portfolios, matching your tolerance for risk with various portfolios of asset classes. Our final stage of involvement, should you choose to continue, would be to implement your Asset Allocation Strategy through our carefully chosen menu of mutual funds. No-load or commission-based funds are available through brokerage accounts offered by Commonwealth Financial Network, our broker/dealer. Commission-based insurance and investment products are also available without the planning fees described above.

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This communication strictly intended for individuals residing in the states of AL,CA,CT,DC,DE,FL,GA,IL,MA,MD,NC,NJ,NY,PA,TX,VA,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®.
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