The Financial Planning Process

Latest Fall 2016 Quarterly Newsletter : In this issue, we share our excitement for changes that are coming to CJM and discuss opportunities in high yield bonds. Of course, we top that off with Halloween pictures of our families. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMís expectations for the markets in 2017, a discussion on small cap equities as well as Timís thoughts on income distributions in retirement. Newsletter & Podcast Archive

At CJM we understand that no two clients are alike and real world problems require practical and timely solutions. The CJM team brings together the best and the brightest in the areas of investment, tax, insurance, financial planning & wealth management to resolve each clientís particular issue(s).