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Strategies for your personal financial puzzle.

At CMC Financial, we’re dedicated to help you gather and analyze all your financial pieces and create a plan for bringing them all together.

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Why compare financial planning to a puzzle?

Because to create and execute a financial plan, you must first bring together all the important pieces: income, cash flow, saving, retirement, education funding, insurance, taxes, short-term and long-term goals, and more. Next, you need to carefully figure out how they all work together to create a clear, complete picture of your financial future.

But that’s only the beginning.

The truth is, financial planning is like putting together a puzzle with pieces that change – constantly. Because your life changes – constantly. Financial planning requires making regular adjustments so your puzzle pieces still fit together.

Putting your puzzle together

At CMC Financial, we consider ourselves your lifelong financial partner, here to help you adjust your plan and reorganize your pieces along the way.

Bringing the pieces together.

Access all the resources and services you need to create and execute a comprehensive financial plan, all under one roof.

Cash Management

Tax Planning

Insurance Strategies

Trust and Estate Services

Investment Management

Giving Strategies

Succession Planning

Retirement Planning

Long-Term Care Planning

Education Planning

Fetch Life Financial Hub

StrongHer Money

Learn more about your one-stop shop for your financial planning needs.

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Learn About Your Risk

Risk Assessment Survey

A key component to any financial plan is identifying a client's overall financial risk. In other words, how much volatility in a portfolio is a client willing to accept? Or, how much risk does a client need to take in order to achieve their goals. A completed Risk Profile will help CMC begin this conversation with a client. Keep in mind that a client's tolerance to risk could evolve over time.

Take the Survey

Ready to get started?

Let’s set up a time to discuss your dreams and goals, and work together on creating a path for your future.

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