Financial Planning
Our Financial Planning Services
- Assessment of Asset Diversification
- Buy/Sell Agreements and Management Succession Plans
- Cash Flow Management and Budgets
- College Education Planning incl. 529 Plans
- Divorce and Mediation Financial Advice
- Estate and Trust Planning
- Fringe Benefits Review
- Inheritance Investments
- 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), some clients may prefer longer-term wealth management services that deliver a comprehensive approaching including financial planning, tax planning and investment advisory experience. CBM’s affiliated entity, May Barnhard Investments, 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 obligates your financial planner to act 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.
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