CM Financial


Offering Comprehensive Solutions

CM Financial Planning, Inc. Products & Services
Dedicated to our client's individual goals and needs

CM Financial Planning, Inc. is a full service financial services firm. We offer professional portfolio management, financial consulting and insurance services and products. CM Financial Planning, Inc. customizes each portfolio to the client’s individual goals and needs, no two client portfolios are the same! Below is a list of some of the products and services we offer to help make your financial goals a reality.

How much annual income do you need?

 If you don’t know what your lifestyle is going to cost you 20 or 30 years from now, relax. Simple rules of thumb indicate anywhere from 60% to over 100% of your current annual household budget; if you can’t decide, start with 80%.

Estate Planning

At a minimum, every adult should have a will, a durable power of attorney, and a health care proxy. A durable power of attorney designates an individual to control their fina cial affairs if they become incapacitated, while a health care proxy delegates health care decisions to a third person when they are unable to make those decisions.