At the Firm The CCMI team was busy rebalancing portfolios and preparing quarterly investment reports this month. For rebalancing, the team has the processes fairly…

According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

At the Firm Matt Showley attended several virtual events this month. Matt attended one as a member of the Scripps Health Foundation Gift Planning Advisory…

Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

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 a…

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…