Independent, Client-Centric Retirement Planning & Portfolio Management
CMC Advisors helps individuals and families secure their financial freedom through personalized Retirement Planning & Portfolio Management.
We do this by understanding your unique goals, leveraging technology to determine your highest probability of success and applying active portfolio management to balance current income needs and portfolio longevity in a tax efficient manner.
As a fiduciary, every decision begins with the Client’s best interest in mind.
What is a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards.
Why Work with an Independent Advisor?
At CMC Advisors, we believe Clients deserve objective advice, personalized service and full transparency. Here’s is how working with an independent advisor can compare to working with an advisor at a larger Wealth Management firm:
Services
Services tailored to each Client’s unique goals.
Investment Approach
Core-Satellite portfolios tailored to each Client.
Financial Planning Tools
Begin securing your financial future.
About Courtney, founder of CMC Advisors
Courtney is a CERTIFIED FINANCIAL PLANNER®, the standard of excellence for financial planners, and Chartered Market Technician®, demonstrating a mastery of technical analysis and investment risk in portfolio management.
Contact
Let’s start securing your financial freedom.