{"id":41,"date":"2011-04-12T19:41:00","date_gmt":"2011-04-13T02:41:00","guid":{"rendered":"https:\/\/cmcdllc.com\/?page_id=41"},"modified":"2021-06-14T17:45:09","modified_gmt":"2021-06-15T00:45:09","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/cmcdllc.com\/?page_id=41","title":{"rendered":"Wealth Management"},"content":{"rendered":"<p style=\"text-align: center;\"><a href=\"https:\/\/cmcdllc.com\/wp-content\/uploads\/2011\/04\/Wealth-Mangement.jpg\"><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/cmcdllc.com\/wp-content\/uploads\/2011\/04\/Wealth-Mangement1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-553\" title=\"Wealth-Mangement\" src=\"https:\/\/cmcdllc.com\/wp-content\/uploads\/2011\/04\/Wealth-Mangement1.jpg\" alt=\"\" width=\"529\" height=\"180\" srcset=\"https:\/\/cmcdllc.com\/wp-content\/uploads\/2011\/04\/Wealth-Mangement1.jpg 588w, https:\/\/cmcdllc.com\/wp-content\/uploads\/2011\/04\/Wealth-Mangement1-300x102.jpg 300w\" sizes=\"(max-width: 529px) 100vw, 529px\" \/><\/a><\/p>\n<p>Our wealth management professionals help our clients build and preserve their personal wealth, manage risk, improve performance, and to ultimately ensure the growth and longevity of their wealth.<\/p>\n<p>Our financial planning services include:<\/p>\n<ol>\n<li><strong>Business Planning\u00a0<br \/>\n<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Buy-Sell Funding\u00a0\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Deferred Compensation\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Executive Bonus Plans\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Key Person Protection\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Voluntary Payroll Deduction plan<\/li>\n<li><strong>Risk management<\/strong><\/li>\n<li><strong>Investment Analysis and Asset Allocation<\/strong><strong>\u00a0<\/strong><\/li>\n<li><strong>Retirement Planning and implementation<br \/>\n<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Simplified Employee Pension Plan and Keogh<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 401(K) and 403(b) Plans<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Profit Sharing Plan<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 SIMPLE IRA<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Individual Retirement Account\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Traditional IRA<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 ROTH IRA<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Fixed, Variable, and Immediate Annuities<\/li>\n<li><strong>Estate Planning<\/strong><\/li>\n<li><strong>College Funding<br \/>\n<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Education IRA\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Section 529 plan<\/li>\n<li><strong>Insurance Planning\u00a0<br \/>\n<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Life\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Medical\u00a0<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Disability<br \/>\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Long Term Care<strong>\u00a0<\/strong><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Our wealth management professionals help our clients build and preserve their personal wealth, manage risk, improve performance, and to ultimately ensure the growth and longevity of their wealth. Our financial planning services include: Business Planning\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Buy-Sell Funding\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Deferred Compensation\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Executive Bonus Plans\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Key Person Protection\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u2022 Voluntary Payroll Deduction plan Risk [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":29,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/pages\/41"}],"collection":[{"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cmcdllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=41"}],"version-history":[{"count":10,"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/pages\/41\/revisions"}],"predecessor-version":[{"id":1531,"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/pages\/41\/revisions\/1531"}],"up":[{"embeddable":true,"href":"https:\/\/cmcdllc.com\/index.php?rest_route=\/wp\/v2\/pages\/29"}],"wp:attachment":[{"href":"https:\/\/cmcdllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=41"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}