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for Individuals, Families, and Professionals
your individual goals, risk,
and investment objectives.
an achievable plan that
meets your individual needs.
your plan and count on CFM
to monitor and adjust your
plan as your life changes.
“At CFM we genuinely care about the overall well-being of our clients. We pride ourselves on the individual care each client receives. We help our clients do what it takes to help them achieve both their financial and life goals.”
Bill Canty, CPA, CFP®
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