Trusted Financial Advisors
Your Team of Trusted Advisors
Tax Cuts and Jobs Act Expands Appeal of 529 Plans in Estate Planning …
Debora May, Executive Vice President at CBM, Selected as 2018 Top Financial Advisor by Washingtonian Magazine …
May Barnhard Investments (MBI) 2018 Q1 Quarterly Commentary …
May Barnhard Investments (MBI) 2018 Q2 Quarterly Commentary …
Are You Withholding Enough for 2018? Modified Income Tax Tables May Impact Your Liability …
CBM Senior Investment Analyst, Jenny Wang, Earns Certified Financial Planner (CFP®) Certification …
May Barnhard Investments (MBI) 2018 Q3 Quarterly Commentary …
Comprehensive and Personalized Planning
As part of our initial discussions, we take the time to thoroughly analyze your situation and consider multiple options that may allow you to meet your goals. This process is collaborative, increasing your understanding of the financial process and your confidence in the decisions as we evaluate the choices together. Our cash-flow based approach helps decrease uncertainty and provides a framework from which our clients truly understand their options. The depth of our expertise in areas such as retirement, estate planning, tax planning, education planning, risk management and insurance allows us to incorporate these important topics into our planning process.
Some of our areas of specialty include:
- Retirement planning
- Tax planning
- Charitable giving
- Education planning
- Risk management
- Estate planning
- Cash flow management
- Retirement income
- Debt management
Integrated Investment Management
Once we fully understand your needs and interests, and address your concerns, we begin the process of determining a reasonable asset allocation and implementation of the investment plan. At this stage, we review the performance of your existing holdings and prepare an investment policy that will serve as a roadmap to your overall investment goals. We gather data from resources from both inside and outside our industry to rigorously analyze investments and select the most appropriate options. Our institutional investment platform allows us to gain access to a broad variety of cost-efficient strategies. Our investment choices are non-proprietary, made by our investment committee.
We review the investments in your portfolio on an ongoing basis and make strategic adjustments when we believe a specific investment may not be appropriate for your portfolio. We use performance metrics to analyze each investment and objectively determine potential alternatives. Your individual tax circumstances are considered in our decisions.
Our services don’t end once our recommendations are in place. We form a lasting financial relationship with each client and follow-up on your progress. Ongoing monitoring is key to achieving your goals and sustaining the success of your plan.
To support your success, we schedule regular meetings with you, at least annually, to discuss important changes in your life and review where you are in achieving your financial goals.
In addition to our regular reviews, we provide quarterly performance reports. Between our meetings, you will have access to view your account online through our custodian, Charles Schwab.
We encourage you to contact us by phone or email any time you have questions or would like to discuss a particular aspect of your plan.
You can depend on us to journey with you wherever life leads!
Your Trusted Team of Advisors
Our clients appreciate the long-lasting relationships they’ve enjoyed with us during our over 30 years as trusted CERTIFIED FINANCIAL PLANNER™ practitioners and professional CPAs. The team is comprised of experienced, credentialed experts who take a thoughtful, thorough and personalized approach to the services we offer. We are fully independent in our decision-making as we do not receive compensation from anyone but our clients. We love working with our clients and adding peace of mind to their lives!