At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

  Communication in a relationship where finances are shared is paramount to ensuring you and your partner are on the same page. Money can be…

At the Firm July has been a busy month in the CCMI office, as many clients have elected to come by for in-person meetings. Our…

If you’ve started a new job, your company may have offered you an employer-sponsored 401(k), a low-stress savings vehicle that’s familiar to many professionals. What’s…

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

At the Firm The CCMI team has been busy preparing for the reopening of our office to clients. As rules allow and as our building…

Many business owners believe their business will sell overnight. When they finally go to market to find a buyer, those same owners are often surprised…

When you decide to leave a company, there is generally a checklist of items you need to accomplish before you depart. If you’ve been awarded…