Services
Here’s a little more about what we do and who we do it for.
Who We Serve
Growing Careers
Ambitious professionals seeking to maximize their income and align career success with personal goals.
Growing Families
Growing families looking to navigate life’s most important goals.
Commas For Businesses
We understand the unique challenges faced by small businesses and nonprofit organizations. Through our 401(k) and 403(b) offerings, we aim to solve the common problems often associated with managing these plans. Additionally, interested larger corporations can partner with Commas to provide our financial planning and investment management services to employees with a cost-sharing arrangement designed by the company.
What We Do
At Commas, we do our best work when we combine our financial planning expertise with the power of a diversified and low-cost investment portfolio. Our advisors bring these parts together to help you achieve your financial goals.
Financial Planning
- Goal planning and alignment to financial resources
- Retirement savings and income planning
- College and K-12 planning and savings strategies
- Life, disability and long-term care insurance policy review and needs analysis
- Budget and savings/distributions strategies
- Annual benefit elections
- Guidance through financial decision making
- Coordination with outside CPA (as applicable)
- Assistance with obtaining an estate plan
- Beneficiary designation and account titling recommendations and implementation
Investment Management
- Evidence-based investment philosophy
- Tax-efficient, low-cost portfolio
- Tax-loss harvesting strategies in taxable accounts
- Real-time rebalancing in portfolio
Pricing
$85/month plus
1.00% per year*
*If your investment portfolio with Commas is over $500,000, we waive the monthly fee