Our Services

Financial Planning & Investment Management Customized for You

your First meeting

What to Expect:

Complimentary Assessment

We meet to discuss your financial situation or concern. There is no obligation to use our services after this meeting. Feel free to bring as many statements and documents to this meeting as you like!

Proposal

You receive financial planning and investment suggestions, as well as a cost proposal.

Work With Us

After reviewing the proposal, you decide if you would like to work with us!

Cale Flage, CFP®

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Lowry Financial Advisors, Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.