CMH’s main focus and dedication is daily discretionary investment management and investment services for all of our clients. We provide trusted advice to help protect and grow all our client’s financial futures.
Investment Strategy Development
Cash Flow Management
Accumulation and Growth
Estate Planning Review
At CMH, we do not only focus on present financial strategies, we also care about the futures of all of our clients and their families. We can use our experience to help you plan for the successful transfer of wealth to the next generation.
Review to Ensure Consistency with Plan Goals
Organize and Maintain Inventory of all Assets and Pertinent Client Information
If Appropriate, Review and Update Estate Plan Through Client’s Attorney
Assist with Titling of Assets
Risk Management Review
Life is unpredictable, but with CMH by your side as your trusted financial advisors, we can help navigate it with you.
Life Insurance Analysis
Long-Term Care Education
Personal Debt Review and Discussion
Transition to Retirement
Let us help you transition from earning and saving to enjoying retirement.
Social Security Analysis
Long Term Care Resources
Family Transitions are hard enough without having to worry about the financial complications involved. CMH Wealth will provide assistance in putting together a team of professionals and guide you through various life cycle events.
At CMH Wealth, we do not prepare legal documents. In order to provide optimal, cohesive advice, we will make sure to closely collaborate with your other advisors (CPAs, Attorneys, etc.) to help implement your financial plan.