Our Services

Dignum Financial Partners provides comprehensive financial planning through Commonwealth Financial Network®. Each client receives a personalized plan that includes:

  • Cashflow Analysis
  • Risk Management
  • Investment Planning and Portfolio Construction
  • Income Tax Planning
  • Retirement Analysis and Planning
  • Estate Planning
  • Other Financial Considerations (such as Education Funding, Charitable Planning, and Employee Benefit Review)

The journey begins with the completion and implementation of the comprehensive financial plan. It continues through frequent monitoring and review, finally taking the client to his or her destination.