SERVICES
RETIREMENT PLANNING, PORTFOLIOS & DISTRIBUTION STRATEGIES
If you are within 10-15 years of retirement or are recently retired, gain confidence in your retirement preparation and transition by working with CMC Advisors to:
Develop a comprehensive roadmap to retirement, including an aggregate view of how all of your assets work together toward your goals and recommendations to increase your probability of success
Create a realistic retirement budget to fund your ideal lifestyle while maintaining portfolio longevity
Construct an investment portfolio and gain an understanding of how it will shift over time as you navigate various life phases, reviewed and rebalanced quarterly
Optimize/Time Social Security payments
Plan tax efficient RMDs
Determine insurance needs, including:
Medicare
Long-Term Care
Life to cover potential Estate Taxes
Make sure your Estate Plan is in alignment with your goals
Diversify concentrated equity positions, if applicable.
If you’re in retirement, develop tax efficient distribution strategies to fund your budget every two weeks and feel like you never lost your paycheck
COMPREHENSIVE FINANCIAL PLANNING
Not quite ready to iron out the details of retirement but still want a roadmap to financial freedom? CMC Advisors can help you develop a long term financial plan customized to your unique needs so you can accomplish near term goals (i.e. pay off debt, buying a home, funding higher education) while staying on track for long term success.
PORTFOLIO CONSTRUCTION & INVESTMENT MANAGEMENT
Customized, diversified and actively managed investment portfolios in alignment with your goals, risk tolerance and time horizon. Includes quarterly reviews and rebalancing.
LARGE CAP GROWTH EQUITY PORTFOLIOS
Concentrated large cap growth equity portfolio with 20-25 holdings for high net worth individuals looking to assume greater volatility in pursuit of greater potential return.
CONSULTING
One time, annual or quarterly reviews of portfolios not under management of CMC Advisors.
