Common Cents Group Overview

A unique approach

With a wealth of experience, rigorous vetting, and a strong team, Common Cents Group has evolved into a comprehensive proactive consulting firm. As illustrated in the Virtual Family Office diagram, our team of specialists in the five key areas of financial planning is ready to identify areas for enhancement and opportunities for your personal planning, business strategy, and advanced tax planning needs.

Building Your Financial House

When building a financial plan, we think of it like building a house. You start by fortifying the foundation, then building up the walls, and finally, protecting the house from the elements with a sturdy roof.

Your financial plan must have:

1) A sturdy foundation: With minimized debt, proper insurance, a well-planned budget, knowledge of the fundamentals, and a blueprint for success.

2) Clarity about how to make your money grow. No more stress and anxiety searching through YouTube videos about the latest investment opportunity. We take the guesswork out of making your money grow and ensure that your assets are safe from the turmoil of market forces, inflation, and asset bubbles. We’ll handle the complexities so you can focus on what's important to you.

3) Security and succession planning, retirement planning, estate planning, business exit planning, and much more. We’ve all heard stories about celebrities who died without a proper estate plan, which leads to family fights, assets tied up in probate court, hefty taxes, and a world of confusion and pain for your loved ones. No one wants to be a burden to their family in life or death. We will make sure all of your bases are covered.