Who We Serve
Wherever you are in your financial journey, we’re here to partner with you.
Who We Serve
INDIVIDUALIZED FINANCIAL PLANNING & ADVICE
Co-Missions was born out of a desire to help families like ours – families with business owners, executives, teachers and parents on a mission to see their family and community thrive.
Individuals
(IRA, 529, etc.)
Business Owners
(401(k), Employee Benefits, etc.)
Families
(Trusts, Donor Advised Funds, etc.)
Non-Profits
(403(b), Endowments, etc.)