Broker Check

Investment Planning

Are you investing in the right ways to support your legacy?

No two individuals are the same and neither are their retirement plans. While some may be concerned with the legacy they leave behind, others want to make sure that their perceived healthcare costs are taken care of in retirement. No matter what your financial goals are for retirement, our team will help develop a tailored approach to investment management that helps you meet these needs. 

The team at CM&A takes a balanced approach to investment management that is focused on the preservation and accumulation of wealth. Using a wealth of different investment strategies, our team considers your current circumstances, financial goals, and risk tolerance to develop an investment strategy that’s tailored to your needs. After reviewing your current financial situation and discussing your short- and long-term goals, we will better understand of what’s important to you and begin to put your plan into action.  

At CM&A, we are here to work with you for the long-term. Once we’ve helped you develop your investment management plan, we will then monitor and periodically review this plan with you to ensure that it is still meeting your needs based on your retirement and legacy goals. As your goals or circumstances change or evolve, we will work with you to adjust your strategic investment plan to ensure that your needs are still being met. 

What are you waiting for? Our team is ready to work with you to develop an investment plan for you. Contact us today to get started.


Videos & Calculators

<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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You’ve made investments your whole life. Work with us to help make the most of them.
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<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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