Personal Financial Planning
Everybody should have a financial plan.
If you are a factory worker or the factory owner, we believe you should have a financial plan in place.
Contrary to most "financial advisors," CIA believes a true financial plan includes advice on all facets of your financial life including stocks, bonds, mutual funds, estate planning, insurance, long term care, disability, annuities and 401K advice and management.
As we are acutely aware of the fact that the stock market is not the single answer to a successful plan, we also rely on our relationships with bankers, attorneys, realtors and CPA's to assist our clients in areas outside our expertise. When facilitated properly, this is a dynamic plan that evolves with the many change and opportunities that life presents.
If you are a factory worker or the factory owner, we believe you should have a financial plan in place.
Contrary to most "financial advisors," CIA believes a true financial plan includes advice on all facets of your financial life including stocks, bonds, mutual funds, estate planning, insurance, long term care, disability, annuities and 401K advice and management.
As we are acutely aware of the fact that the stock market is not the single answer to a successful plan, we also rely on our relationships with bankers, attorneys, realtors and CPA's to assist our clients in areas outside our expertise. When facilitated properly, this is a dynamic plan that evolves with the many change and opportunities that life presents.
Stock Prices