Services
Our 360 ° Financial Services
Portfolio Management
Examination of existing financial assets and restructuring according to a strategic plan tailor fit to meet your family’s current and future plan.
Account Cleanup & Consolidation
Over years of employment, ideas and “advisors”, the majority of family’s own a haberdashery of accounts and assets that often .
Retirement Planning
One of CNF’s priorities is to adequately plan and take the guesswork out of what retirement will look like and create a plan.
Portfolio Management
Examination of existing assets with an understanding of where the client comes from, where they are now, and where we want and need to go. Planning for unforeseen circumstances considering all important assets most importantly family and time
Account Cleanup & Consolidation
Our philosophy is "Keep It Safe and Keep It Simple". Organizing and minimizing accounts and structure. This simplifies critical decision making for a clear view of a diversity of assets and how they inter-relate, leverage and coexist
Retirement Planning
Retirement means different things to different people. Let's define SUCCESS and what that means to you and your family. Let's get to a destination where we increase a quality of life and get you to spend the most valuable asset of time with the people that mean the most to you
Trust & Estate Planning
Leverage our relationships and experience in working with our network of attorneys and tax professionals in building generational wealth and protecting your family far into the future with the assets you worked so hard to build and protect
Tax Planning & Minimization Strategies
With our many years of experience of working with clients and their families, we have learned " It's not what you make but what you keep". Let us share our advanced strategies to minimize expenses and maximize net worth