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Discover Intelligent Investing for a Smarter Tomorrow

Always keeping you informed about why recommendations are being made and how they are being implemented.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Our actively managed strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    The primary concern that many of our clients have is whether or not they are on track to accumulate enough wealth to meet their retirement income goals. In an effort to effectively serve the firm’s clients, the CFM team takes a comprehensive approach through our financial planning process.

  • Estate

    Effective estate planning enables you to manage your affairs during your lifetime and beyond.

  • Risk Management

    Our team of dedicated professionals can help identify risks which could tremendously impair your financial situation.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At CFM, we want our clients to experience a first-class level of service and efficiency, while building relationships predicated on Trust, Transparency, and Accountability.

The CFM team is always working in your best interest, staying informed and has the confidence to do as we say.

From experiencing a simple greeting at the door to financial planning meetings – we feel building strong and deep relationships with our clients makes all the difference.

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
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