Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

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…

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

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…

A comprehensive retirement plan has become a critical component of financial well-being. Many Americans now rely on 401(k) plans as their primary retirement savings vehicle….

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…

Paying taxes is inescapable, and as our wealth and financial complexities grow, so does our tax liability. Developing and implementing wealth management and tax strategies…