Retirement Plan Specialist & Employee Benefits Educator, NAPA Top Retirement Plan Advisors Under 40* at Grinkmeyer Leonard Financial - Hoover, AL, US
At EverThrive Financial Group, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.From investment management to full-service financial planning, we have a knack for helping individuals and couples live the life they've always envisioned. In a world where employers face unprecedented scrutiny and challenges, we help instill confidence by providing retirement fiduciary oversight, investment due diligence, employee education and advice, RFP and benchmarking guidance, plan design, health and welfare solutions, and more.Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC (www.finra.org/www.sipc.org), a Registered Investment Adviser. Fixed insurance products and services offered through EverThrive Financial Group or CES Insurance Agency. Tax advice and preparation services offered by Summer Broadhead are separate and unrelated to Commonwealth. This communication is not intended to replace the advice of a qualified tax advisor or attorney. This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, KY, LA, MA, MD, MI, MS, OK, PA, SC, TN, and TX. 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. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html