There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…