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Financial Planning Alerts

Councilor, Buchanan & Mitchell’s team of certified financial planners and support professionals can provide strategic insights on successfully navigating the financial impacts of many decisions including budgeting, significant purchases or life transitions, and making wise decisions about your money you won’t regret later. CBM’s quarterly alerts provide you with that expertise on an ongoing basis. Subscribe using the form below.

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Recent Financial Planning Alerts

Subscribe above to receive financial planning alerts such as those below.

Helping Your Kids Achieve Future Financial Security
Consider Health Savings Accounts for Your Firm
Don’t Short-Change Your Future by Cashing Out Your 401(K)
Disability Insurance: More is Better

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7910 Woodmont Avenue
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Bethesda, MD 20814-3048
301.986.0600

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1200 G Street, NW
Washington, DC 20005
301.986.0600
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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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