Our Services

Financial Planning

Good financial advice is valuable. When your advisor does their best work, your money could grow up to 3.9 times more each year.

Asset Allocation Analysis
Personal or Business Budget
Savings Strategies

What does 3.9x more look like over time?

No Advisor
With an Advisor
Year 1 Based on a $20,000 investment Year 15
Source: The Gamma Factor and the Value of Financial Advice, CIRANO, 2016.

Investment & Retirement Planning

It’s important to plan for your future today, this includes implementing a solid savings plan and managing your assets.

Retirement Needs Analysis
Retirement Plan Design
Savings Planning
Contribution Limits Planning

Are you on track to retire?

I am
years old.
I make
per year.
I have
I save
per year.

You’re on track!

Based on your savings you could potentially retire early. Speak with an advisor to learn more.

Find an Advisor

Almost there.

Your current savings are not likely enough for retirement. Speak with an advisor to get on track.

Find an Advisor
Estimate is approximate and based on a retirement age of 65.

Wealth Protection Planning through
CU Financial Management

You work hard for your money, so it’s important to keep it protected. We build custom solutions to protect you and the wealth you’ve generated.

Income Protection
Life Insurance
Permanent Disability Insurance
Business Insurance

Estate & Legacy Planning

Our advisors work with you to develop a comprehensive plan that reflects your wishes, protecting your assets and your loved ones.

Estate Planning and Gifting Strategies
General Estate Tax Planning
General Trust Planning
Trust Beneficiary Designations

It’s important to have a plan in place to protect your assets and the ones you love.

estimated net worth
Taxes and Fees
(Without Planning)
Your Estate Value
(Without Planning)
Estimate is approximate and will vary based on the types of assets you hold.