David Roggenkamp - Commonwealth Financial Network | Home
Investing for retirement doesn’t have to be complicated, and it’s never too early—or too late—to take action.
But depending on how near to or far from retirement you are, the choices you will have and the decisions you will need to make will be very different. Allow the experienced professionals at Commonwealth Financial Network to provide the insight and direction you need to help build a solid retirement plan that is focused on fulfilling your individual needs and financial goals.
- Individuals, Trusts & Foundations
- Company sponsored retirement plans:
- Defined Benefit Plan
- Profit Sharing, 401k & Money Purchase
- General Plan Design
- Retirement Income Planning
- Income & Capital Gains Tax Minimization
- Estate Planning & Wealth Transfer
- Annuities & Insurance Services
- Charitable Giving
- Real estate, REITs
- Private Equity, IPO’s,
- Oil & Gas, Gold