We offer comprehensive Wealth Management for clients who are looking for an integrated approach to managing investments, planning for taxes, forecasting for retirement, and when transferring wealth.
Analyze
your current situation. What are your individual goals, risks, and investment objectives?
Develop
an achievable plan that meets both your personal and financial goals.
Implement
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.”
Proposal of our services and identify how our services can help you achieve your goals and objectives.
Upon acceptance of service, meet with an advisor to discuss portfolio options and transfer assets to CFM's management using TD Ameritrade Institutional as the custodian.
Once the transfer process is complete, meet with your CFM advisor to discuss goals, risk tolerance, questions, or concerns. If applicable, begin the financial planning process.
Ongoing communication with a CFM advisor to review investment performance, risk tolerance, life changes, and goals. Meet with us annually, semi-annually, or quarterly to review changes to your situation, questions, concerns, risks, and objectives.
Schedule a Complimentary Phone Call
Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.
