From day one, business owners should begin planning their exit from their companies, which may be surprising or sound premature for new entrepreneurs. Over the…

At the Firm CCMI was pleased to host LEAD San Diego at the office to interview various non-profits that were in contention to partner with…

At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

As you approach retirement age, a moment may arise when your concerns shift from raising and supporting your children to the care of your aging…

Pre-retirees who are about five years away from retirement are at a pivotal juncture in their financial lives. You’ve already shown foresight by developing a…

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

At the Firm  As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…

At the Firm  We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new…