Commas

It’s our goal to ensure the confidence of our clients in both the big and small decisions. We aim to prioritize your short-term and long-term goals and guide you every step of the way. These testimonials were provided by current clients of Commas. These clients were not compensated for these testimonials. No materials of conflicts exist since these clients were not compensated nor do they receive any other benefit for providing this content.

We had a great time last week at our annual Team Summit, which brought our entire team in town to spend time with each other and our colleagues at Truepoint Wealth Counsel!

The 2024 presidential election cycle is in full swing. If you’re wondering how the upcoming election may impact your financial plan, check out the latest video from Commas Sr. Financial Advisor Josh Bentz, CFP®.

“As part of the Commas team, I believe financial planning is for every person at any stage and I want to help clients break down those “barriers to entry” by simplifying complex financial topics and strategies.” We are so excited to welcome Gwen Keihl, CFP® to the Commas team as a financial advisor. Watch to learn more about Gwen!

At Commas, we want to ensure that our services are making an impact in the lives of our clients. Here are some of the most important ways our clients shared that they have been impacted as a result of working with us. All scores based on input from 131 completed surveys from 889 invitations in July 2024.

Getting organized is often the first, most important step toward financial peace of mind. A Commas advisor helps you gain a clear financial picture by organizing your accounts, clarifying your goals, and creating a tailored plan to achieve them.

Earlier this summer, we invited our clients to share their input to ensure we are delivering the personalized guidance and support they need and expect today and into the future. We are excited to report a 93% client satisfaction score from Commas clients who completed the survey! All scores based on input from 131 completed surveys from 889 invitations in July 2024.

A Health Savings Account (HSA) is the only type of account that allows you to potentially contribute money and never pay tax on it. Use it for medical expenses, and it's 100% tax-free—even decades later.

"Understand how much you can financially help your child without sacrificing your personal financial goals. Working with an advisor can help determine this." Nate Eix, CFP® recently shared insights in a recently updated MoneyGeek.com piece on student loans. Read it here: https://lnkd.in/g6Xz-W_J

Estate planning is more than just setting up a will—it's about ensuring your loved ones receive what you've worked hard for without the hassle. Adding direct beneficiaries to your accounts can save time, money, and stress for your heirs. Don’t forget to take this crucial step after creating your estate plan!