Commonwealth Financial-Battle Creek, MI

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Commonwealth Financial-Battle Creek, MI

Educating Clients for Financial Success Commonwealth Financial Network, 395 South Shore Drive, Suite 206A, Battle Creek, MI 49014. 269-358-8470.

Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s

BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

18/07/2026

Saving for Your Child's Future Series: Post 6

If your child earns money from a first job, babysitting, or chores, help them decide on a savings percentage before spending it. Starting with a simple rule can make saving feel automatic.

17/07/2026

🔊 Important Announcement 💻

Effective today, our office has transitioned to new email addresses. Please update your records to ensure you can continue to reach us without interruption.

🔆Our new email addresses are:
Dennis Asaro, Wealth Advisor, AAMS®
[email protected]

Ryan Swank, Financial Advisor, CRPC®
[email protected]

Connor Smith, Administrative Specialist
[email protected]

Audrey Swank, Administrative Assistant
[email protected]

Please begin using these new email addresses for all future correspondence.

For your convenience, any emails sent to our previous email addresses will continue to be forwarded to us for a transition period. However, this forwarding is temporary, so we encourage you to update your address book and begin using our new email addresses as soon as possible.

Our phone numbers, office location, and all other contact information remain unchanged. We remain committed to providing you with the same exceptional service and appreciate you taking a moment to update your records.

Thank you for your continued trust and confidence. We look forward to serving you for many years to come. If you have any questions, please don't hesitate to contact us.

Warm Regards,
Your Evergreen Wealth Advisors Team

16/07/2026

Saving for Your Child's Future Series: Post 5

Help your child choose one savings goal and track it visually. A chart, jar, or simple progress bar can make saving feel more concrete and rewarding.

15/07/2026

Saving for Your Child's Future Series: Post 4

Before choosing where to save money your child earns or receives as a gift, discuss when the money may be needed. Short-term goals may call for easy access and stability, while longer-term goals may allow for growth potential.

What is a goal your child has?

10/07/2026

Saving for Your Child's Future Series: Post 3

A basic savings account can be more than a place to park money. Have your child deposit part of a gift, check the balance together, and talk through what changed.

08/07/2026

Saving for Your Child's Future Series: Post 2

Let your child see saving in action. Pick a family goal, talk about what you’re saving for, and explain how the balance can grow over time.

Do you have conversations with your children about money? How do they respond? Are they interested or not?

06/07/2026

Saving for Your Child's Future Series: Post 1

The next time your child receives birthday or holiday money, try the three-bucket approach: spend, save, and give.

It’s a simple way to help kids practice making choices with money.

Do you practice this with your children?

05/07/2026

World Cup season is a reminder that great teams are built with intention. The same is true of your financial plan. Emergency savings, insurance, debt strategy, investing, taxes, and long-term goals each play a role.

Do you have every position covered? We are happy to help build your winning team!

Give us a call at 269-358-8470.

03/07/2026

HAPPY BIRTHDAY AMERICA!

Our office will be closed 7/3/26 for the holiday weekend.

Enjoy time with your friends and family as you celebrate America!

02/07/2026

Don't let your friends and family miss out on our special Summer Series: Saving for Your Child's Future!

Please tag or share this post with someone who can benefit from this series or invite them to our page!

Address

395 South Shore Drive, Suite 206

49014

Opening Hours

Monday	09:00 - 16:30
Tuesday	16:30 - 16:30
Wednesday	09:00 - 16:30
Thursday	09:00 - 16:30
Friday	09:00 - 15:00

Telephone

+12693588470

Website

http://www.commonwealthmi.com/

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