Focus: Insurance Strategies, Investment Strategies, Business Owners
A Partner at Commonwealth Financial Group since 2010, Al delivers a process-oriented approach to helping his clients create, accumulate and preserve wealth in the most efficient manner. Al displays an unparalleled passion and enthusiasm towards helping his clients achieve their goals, dreams and aspirations. He starts with the end in mind and communicates the big picture with clarity.
At each level of financial success comes another layer of complexity. The more successful one becomes, the more moving parts there are to their financial picture. These parts come in many shapes and sizes, but primarily consist of various advisors, products and changes in law. Even seemingly minor decisions in one area can have a significant ripple effect on other areas and often impede someone in achieving their maximum financial potential. Al’s practice is focused on comprehensive fee-based financial planning to help facilitate the integration of these moving parts in an objective and fiduciary accountable manner.
What makes Al’s planning process unique, is the collaboration with his internal resource team of subject matter experts. This includes Tax & Estate Attorneys, Business Valuation Specialists, Investment experts, Insurance experts and Certified Special Needs planners. Al and his team provide 200 plus years of experience to best serve companies, institutions, business owners, families and professionals.
Al and his team specialize in the full integration of personal, business, tax and estate planning. Al takes a straightforward approach to planning. First, he seeks to understand his client’s goals, objectives, desires and wants. Secondly, he works closely with his team and his client’s existing advisors to develop a comprehensive strategy tailored specifically towards his client’s unique needs and lifestyle. Lastly, he is detail oriented with the execution of all planning, investment and insurance action items. In addition, having earned the designation of Certified Family Business Specialist (CFBS), he provides exceptional expertise for the business owner.
Al graduated from Stonehill College with a B.S. in Business Administration where he played collegiate tennis for all four years. He maintains the Certified Financial Planner® and Certified Family Business Specialist (CFBS) designations and has been certified by The American College in Business Succession Planning. In addition, he holds a Life, Accident & Health license as well as Series 7 and 66 security registrations. Al resides in Bedford, New Hampshire with his wife Vanessa and their three sons, Anthony, Michael and Rocco.
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43 Constitution Drive Suite 201
Bedford, NH 03110