Company History

We created Common Goal to build a planning firm for our clients – one that is focused on their needs, goals and dreams for the future. 

Goals of Common Goal:

  • Listen to our clients and provide education to empower them to help guide their plan.  We look to work with clients who want to be involved in the recommendations and have an educated commitment to implement strategies and reach their goals.
  • We are immersed in the Special Needs community in our personal lives.  We serve on Boards and volunteer regularly - we strive to improve the quality of life for our clients, their families and our friends.  Staying up to date with available laws and current government benefits, creating strategies to provide lifetime care and making sure our clients understand their resources is crucial to our mission.
  • Give back.   Along with our involvement in organizations, we also established the Common Goal Foundation to facilitate our charitable projects.