Our Services

A Wide Menu of Solutions

Schedule an intro meeting with us (via the phone, video, or in-person) for a better sense of how we might be able to help.

Retirement Planning

For a lot of our clients, retirement is the keystone of their goals. Get support preparing for, reaching, and enjoying this achievement.

Visualize your dream retirement.

Assess and create your investment and savings strategy.

Explore if retiring early is possible for you.

Enjoy retirement knowing you’ve prepared.

Medicare & Social Security Analysis

Medicare and Social Security are complicated, but we know these programs inside and out. We can help you:

Confirm whether you’re eligible for Medicare.
Understand Medicare 101 and get your questions answered.
Learn about premiums, deductibles, and coverage options in a comprehensive side-by-side analysis.
Determine if a Medicare Advantage or Medicare Supplement plan is best for you.
Annually review doctor-accepted plans that fit your current health needs.
Decide when to take Social Security.
See if you qualify for any extra benefits.

Investment Management

Get a portfolio that serves your needs without spending hours researching stocks and strategies. Our team has the experience required to support you with both investing strategies and the emotional support needed to get through all that life throws at you.

Assess and invest for the level of risk that makes sense for you.

Sit back and enjoy full-service portfolio management with regular updates.

Financial Planning

The core of your financial decision making is your financial plan. It answers questions like:

What are my financial and personal goals?
What parts of my future are the highest priority to me?
How do I get started saving and investing?
Am I insured for all my major areas of risk?

Estate Planning

Estate planning lays a foundation for how your assets will be managed both during your life and into the next generation. If we’re being honest, it can feel overwhelming to start. But it's worth doing. You can account for a lot of contingencies while you live and be sure that your resources will support who and what you love beyond your lifetime. At the end of this process, you’ll be wondering why you didn’t tackle it sooner.

BackNine Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Insurance

By covering common areas of risk, you can help make sure your finances will be protected from accidents, illnesses, or the unexpected. Here are some types of insurance you may need:

Dental & Vision
Disability
Life
Long-term Care
Group

Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.