"I went to CBM for a post-retirement assessment of my financial status, investment advice, and guidance on drawing on savings. Every aspect of the process worked well for me, starting with the meetings we had to discuss my situation and answer questions. The printed analyses and projections I received were clear, informative, and helpful. My advisor, Alex Seleznev, answered follow-up questions quickly and completely. I enjoyed working with the folks at CBM and I received exactly the guidance I needed to go forward. It’s a real help in giving me the confidence that I will be able to afford retirement and do the things I’d like to do in those years. Couldn’t really have asked for a better experience. "