CM Financial Strategies
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. After all, with the fact that we’re all living longer combined with advanced medical science and technology, it’s very probable that people who are retiring today could spend 30 years or more living in retirement without earned income and only from social security and investments to support them. That’s a scary and very realistic thought. That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are designed to “go the distance.” Even if that means they live to be 120 or older! They are designed to always receive that monthly check. If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty.
At CM Financial Strategies, as your Trusted Advisor, we are focused on YOU – what is important to you and your family. We are dedicated to help and guide our clients down the path towards their financial and retirement goals. Our firm’s solid commitment to our clients are based on our strong Core Values: Educating You– One of the greatest joy as your Trusted Advisor is the opportunity to share information and insights, while we engage in meaningful conversation with you. The more informed and educated our clients are, the better for your financial peace of mind. Understanding Your Values and Goals – As we engage in meaningful conversation, we will ask questions that will help you co-create a more compelling vision of your future so you can make the best possible choices so your vision of the future has the highest probability of becoming reality. With our help facilitating, you will more thoroughly and clearly define your goals than you ever have in the past. Service– Our commitment to our clients start with our desire to have a relationship last a lifetime. We are not focused on building our numbers or faceless accounts. We focused on our customers to become as comfortable and friendly with us as they want to be.
Address: 11501 Dublin Blvd., Suite 200, Dublin, CA 94568, USA
Phone:
FAX:
