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®

  • Discovery Meeting

    Complete discovery process addressing your goals and concerns.

  • Portfolio Review
    Mutual Commitment Meeting

    Diagnostic of current portfolio.

  • Plan Review
    Implementation Meeting

    Details of constructing your retirement income plan.

  • Client Experience Meeting
    Onboarding

    Reiterate plan, review accounts and implement.

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
 

Ready to Take The Next Step?

For more information on Charles coming to teach your employees about their benefits, schedule a meeting today or register for a webinar.

Schedule a Meeting
register for a webinar

Or give us a call at 949.359.5100