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Schedule a complimentary consultation

Can you benefit from the perspective of an experienced financial planner or investment advisor? Are you sure you’re on track to attain your short- and long-term financial goals? May Barnhard Investments, CBM’s fee-only wealth management subsidiary, wants to hear from you.

 

Our team is composed of CERTIFIED FINANCIAL PLANNERS™ and Chartered Financial Analysts® who specialize in holistic financial planning and investment management. We approach each engagement through a comprehensive planning process that focuses not only on the financial aspects of your life but also on your individual preferences and personal circumstances. We create a customized plan that takes into consideration your goals and objectives, tax situation and investment preferences. We make this YOUR plan.

If you would like to share more details about your situation, please complete the brief survey below and one of our professionals will be in touch.

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Have you established a financial plan that addresses your short- and long-term goals?*
Do you regularly review your investment allocation to ensure it matches your financial plan and investment goals?*
Would you like us to schedule a 30-minute complimentary virtual meeting to discuss your financial planning needs and/or investments?*
Do you have adequate savings?*
Are you planning on retiring and concerned about longevity risk?*
Would you like to speak with a professional about investment concerns and market risk?*
Do you have adequate insurance including life, disability, long-term care and property insurance?*
Do you need assistance with education planning?*
Do you have questions about inheritances?*
Do you have a will, power of attorney and/or advanced medical directive?*