Stability
in an Unstable World
SM
In this complex world, stability is a priceless quality.
It is the bedrock of our commitment to you.
Whatever your financial aspirations and needs, we provide simple, clear, impactful advice with one aim:
STABILITY
Welcome to CM Financial Advisors
OUR VALUES
SIMPLICITY
Life is complex. Your investments and planning don't need to be. We strive to provide the simplest path to meet your needs and goals.
IMPACT
Recommendations should improve your life. They should be personalized. Whatever your goals, our ideas are personal. We strive for advice that has maximum impact on making your life better.
CLARITY
For every interaction to have meaning, it is crucial to communicate clearly and accurately. We aim to educate, ensuring you walk away confident, knowledgeable, and comfortable with your plan.
INTELLIGENCE
To bring you simple, impactful, and clear guidance, we need to stay mentally fit. We stay on top of the markets, the economy, and the shifting regulatory landscape through curated research services and continuing education
OUR SERVICES
Think of us as the chief financial officer of your life. We have the tool, resources, and experience to pursue your goals.
Learn more below.
INVESTMENTS
Choosing appropriate investments is daunting. We would like to help. After discussing your goals and risk, we build a personal portfolio for you. Our investments include ETFs, mutual funds, closed-end funds, equities, bonds, CDs, and variable annuities.
RETIREMENT
PLANNING
Retirement is one of the most important decisions you will ever make. Don’t leave it to chance. We specialize in retirement planning, and we use robust planning tools to take the stress and worry out of the equation.
TAX
PREPARATION
With two CPAs on staff with a combined 24 years of credentialing, we have the capability to prepare and file individual Federal, state, and local income tax returns.
INSURANCE
Enjoy peace of mind knowing your and your loved ones are protected with the right insurance. We assess your needs and budget to recommend the right life insurance and long-term care insurance.
EDUCATION
PLANNING
The cost of higher education should not be a burden. There are planning and savings strategies designed to ease the burden that college may put on your pocket book. The best laid plans are those that start early.
SMALL BUSINESS
SOLUTIONS
There is no better way to care for your employees than to provide for their financial well-being. Whether it be a SIMPLE IRA, SEP IRA, or 401(k) plan, we have the tools and resources to help.
OUR PROCESS
LISTEN & LEARN
Let’s collaborate. Planning and investing is a two-way road. We want to know you – your dreams, your fears, your needs – and what makes you tick. And you need to feel comfortable with and confident in us. So let’s have a chat.
PREPARE & PLAN
Once we know your dreams and fears and needs, we’ll craft solutions and strategies with you. Our process is thorough, stress-tested, and holistic, and the end result is personalized, actionable advice.
IMPLEMENT & ENJOY
Your plan is only as good as its execution. Our process sees you through to the end. As your life evolves, so does our guidance and advice. We work with you and are here for you today and every day.
OUR TEAM
