468 Viking Drive,
Always keeping you informed about why recommendations are being made and how they are being implemented.
Discover an array of services for all your financial needs.
Our actively managed strategies may help you avoid even the deepest of pitfalls.
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.
Effective estate planning enables you to manage your affairs during your lifetime and beyond.
Our team of dedicated professionals can help identify risks which could tremendously impair your financial situation.
Curated articles, videos, and more, for a financially savvier you.
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.
“Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it”
- Albert Einstein
"An investment in knowledge pays the best interest."
- Benjamin Franklin
“Failing to plan is planning to fail”
- Winston Churchill