Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At CD Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The CD Financial Process

CHARTED RETIREMENT COURSE®

  • PEACE OF MIND VISIT

    Initial meeting to understand your goals and concerns.

    Review your current:
    - Income Plan
    - Investment Plan
    - Tax Plan
    - Healthcare Plan
    - Legacy Plan

  • Portfolio Review
    RETIREMENT BLUEPRINT SESSION

    Design your retirement income plan in detail:

    - Risk Analysis
    - Cost Analysis
    - Income Analysis
    - Social Security Analysis
    - Annuity Analyzer

  • PLAN CONFIDENCE SESSION

    Ensure a smooth transition into your new plan:

    - Income Plan
    - Investment Plan
    - Advanced Planning
           - Tax Plan
           - Healthcare Plan
           - Legacy Plan

  • CRC: EXPERIENCE ENHANCEMENT
    WELCOME ABOARD SESSION

    - Reiterate Structure of the Plan
    - Reiterate Expectations
    - Review Accounts
    - Review Initial Statements and Website
    - Establish Regular Review Process
    - Implement Advanced Planning

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning
Life Insurance

We can also refer you to professionals who provide the following services:

Trusts
Charitable Giving
Estate Planning
Tax Planning
 

DO YOU HAVE ENOUGH TO RETIRE?TAKE THE NEXT STEP.

Text your Name & Email to 949.359.5100 Or Schedule Your Complimentary Call Below