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Financial Planning

We can help take some of the mystery out of preparing for your financial future.

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Investment Strategies

Special insight and perspective designed with the goal to provide you with security, independence, and confidence.

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Retirement Preparation

Let us provide you with the guidance that can help you understand and better define your goals. 

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Helpful Content

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Contact

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225 College Parkway
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Parkersburg, WV 26104

Phone: (304) 422-3531
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Wheeling, WV 26003

Phone: (304) 230-2384
Fax: (304) 230-2385
Toll Free: (866) 266-5955

Email Our Team

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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