Personal Retirement Planning

We integrate all the pieces of a client’s financial affairs through CFM Horizon, our easy-to-understand proprietary financial model. This serves as a road map and helps answer the most important questions:

  • Can I reach my long-term financial goals and objectives?
  • When can I retire?
  • Will I be financially secure?
  • What are the income tax consequences?
  • When should I take distributions from my qualified plan?
  • How should my investments be allocated?
  • How much risk should I be taking?