Welcome to Nvest Financial, LLC. We understand and appreciate that there are many financial companies from which to choose. The plethora of options for investments, wealth transfer, and tax optimization can be very challenging and confusing. However, we believe that ultimately what distinguishes us from other available options includes our broad business experience, our knowledge, the service we provide our clients, and the manner in which we practice financial planning. We practice traditional financial planning where our process considers and analyzes your entire financial situation. Our job is to fully understand your complete financial picture, for only then can we adequately manage your assets. Our goal is to serve as a "family office" for our clients. Our success is measured by the relationships we establish with each of our clients while practicing the highest standards of compliance to the rules that govern our industry. Envision your future. Entrust us to be your financial partner. Together, Enrich your life. This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NH, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Nvest Financial, LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth.