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…

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

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…

You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…