At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…

As 2022 quickly draws to a close, there are various planning issues to consider that may affect your tax payments and financial situation in 2023….

At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…

“Do I keep growing the business or is it time to exit?” This question was recently posed by a San Diego business owner who was…

Supporting worthwhile organizations and causes through charitable giving is a goal many clients share in their personal financial plans. Perhaps you’re interested in gifting around…

At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…