CMA Financial Services

CMA Financial Services mission is to serve you. We offer you comprehensive financial services in the areas of financial planning, money management, estate planning, insurance, tax preparation and tax planning. We do this while allowing you to keep your favorite CPA, estate planning attorney or other professional. Our firm is founded on the highest ethical standards and puts your financial success above all other considerations. We do not sell you. Instead we will help you achieve all of your goals for reasons that are important to you. Aligning your goals with your most deeply held values allows us to guide you on a path that ensures your future success and happiness.

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WHAT I DO: I help people who are struggling with a significant Financial Issue that has been keeping them up at night. After our one hour session you will have a break-through of clarity and the relief that comes with having a clear path forward. A Significant Financial Issue might include anything that is dominating your thoughts, such as,

  • ☆ A major purchase
  • ☆ Divorce
  • ☆ College Funding
  • ☆ Spouses not on “the same page” with financial issues
  • ☆ Purchase or sale of a home
  • ☆ Ability to make work optional (or stop working someday)
  • ☆ Buying or selling a business
  • ☆ Issues related to an inheritance or estate plan
  • ☆ Considering an offer from your employer
  • ☆ Being sued, or filing a lawsuit
  • ☆ Any significant financial Issue

WHO I WORK WITH: Individuals & couples who have a Significant financial Issue that has long-term financial consequences. I often sit down with affluent individuals who have been wrestling with an issue that’s complex or even hard to describe.

WHY IT WORKS: We focus on the big picture and your highest priorities first. Our session clarifies, prioritizes, and simplifies even the most complex situations, which is why many choose to sit down with me just before meeting with other Financial Advisors.

WHAT MAKES ME DIFFERENT: I’m the only person in town who specializes in helping individuals and couples work through a difficult, complex, or significant financial Issue. My process is brief, focused, and positive. Most people find it enjoyable. Seldom is more than a single 1-hour session necessary to achieve a significant breakthrough of clarity.

HOW IT WORKS: The process is simple.

  • ☆ Book a 1-hour appointment with me [770-493-7578]
  • ☆ Gather all your financial documents
  • ☆ Come in for our session

… leave my office after 1-hour with a significant breakthrough and clarity regarding the “next steps” and confidence about the direction you want to take.

Planning for you're financial future begins here!

QUANTITATIVE INVESTING: To determine how to get the highest return given the amount of risk you can here!

"We take a quantitative approach to investing. We design investment portfolios for individuals who want the most return given the amount of risk they can handle. Our work is based on Prospect Theory, that won a Nobel Prize in economics in 2002."

The Secret To Lifetime Financial Security
Chris Morris, author of the Best Selling book The Secret to Lifetime Financial Security, shows you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve.