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Financial Planning

A financial plan should not be a one-time event but an ongoing commitment to evaluate your goals, monitor changes in your situation and, as needed, make the right adjustments to ensure you remain on track. CBM can help.

Our Financial Planning Services

 

  • Organization of Records
  • Pension Plan Analysis
  • Retirement Planning
  • Review of Wills
  • Risk Management Assessment and Insurance
  • Small Business Planning and Valuations
  • Specific Investment Recommendations
  • Tax Planning and Preparation
  • Traditional IRA and Roth IRA Advice

CBM’s team of Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA) specializes in holistic retirement and life planning. Our comprehensive process focuses not only on the financial aspects of your life but also your individual preferences and personal circumstances. We listen and create a truly customized plan based on where you are in life. We go beyond the numbers and statistics generated by most modern retirement planning software packages. We make sure this is YOUR plan.

 

Financial Planning and Longer-Term Wealth Management Expertise

While CBM’s financial planning clients typically engage the firm over a shorter period of time (sometimes even a single session) to provide guidance, some clients may prefer longer-term wealth management expertise that delivers a comprehensive approaching including financial planning, tax planning and investment advisory expertise. CBM’s affiliated entity, MBI, LLC, is an independent, fee-only wealth management advisory firm. MBI professionals are registered as investment advisors with the Securities & Exchange Commission.

Our professionals believe the fee-only method of compensation is the most transparent and objective method for clients. The model ensures that your financial planner acts as a fiduciary. Fee-only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. All members of the National Association of Personal Financial Advisors are required to work only within the fee-only structure.

Compliance documents including Form ADV Part 2A and the Customer Relationship Summary describing the work of the firm’s investment advisors are available for Councilor, Buchanan & Mitchell and May Barnhard Investments.  

Presentation: Grow Your Net Worth for Early-Career Stage Professionals

Presentation: Grow Your Net Worth for Mid-Career Stage Professionals

Presentation: Retirement and Life Care Planning: Helping You Build a Path to a Peaceful Future

Contact Financial Planning Team

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