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what we do for individuals

Karla Glass on July 13, 2013 No Comments

We provide you with information you need to develop a financial plan that will enable you to achieve your financial goals. Whether you want financial independence or just manage the money you have, our CMA consultants can help you develop, update or improve a custom financial plan. We have an individualized approach to financial planning.

We understand life is a dynamic process. Our services are focused on listening to what you want and where you are in life. We take into consideration time constraints, client’s goals, age, risk tolerance and size of the investment portfolio when we meet. Then we help select appropriate tax strategies for various life situations. We develop or review your financial plan to attain financial goals, manage debt, identify types of risk and risk management methods and develop a risk management plan. We help recognize the importance of health insurance, analyze your current assets and liabilities for retirement and estimate your retirement living costs. We define life insurance and determine your life insurance needs. We help determine if you should or why you should establish an investment program. Further, we use future value and present value computations, assess potential risk with short term and long term effects (like interest and inflation) and look at all income, growth, and liquidity that effect your investment program. We make sure your plan and assets are secure for you and your loved ones.

For over three decades, CMA has been listening and assisting clients make important decisions for their finances, future, and overall quality of life. We encourage you to explore further and see how CMA can make a difference in your life plan.