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.
Chris Morris, MBA, CFP®, PFP, RFC, CPA
Chris Morris started at a Big 8 accounting firm, went into industry where he held positions ranging from Planning Manager to Assistant Secretary and Treasurer and Chief Financial Officer for several large corporations in Georgia. He was also President of two divisions of companies. He assisted in taking four companies public and merging Southland Life Insurance Company with Life of Georgia. During that time period, he also managed money for three insurance companies at Atlantic American Corporation and later managed a hedge fund. In 1990, Chris started a CPA practice, Chris Morris & Associates, PC. This comprehensive CPA practice offered accounting, audits, consulting services, computer consulting services and tax preparation services.
Subsequently we created a financial planning company known as CMA Financial Services. CMA Financial Services mission is to serve and work for the client. We offer comprehensive financial services in the areas of financial planning, money management, estate planning, insurance, accounting, tax preparation and tax planning. Our firm was founded on the highest ethical standards and puts every client’s success first. Our goal is to help our clients achieve their goals for reasons that are important to them. Aligning our clients’ goals with their most deeply held values allows us to guide them on a path that helps ensure future success and happiness.
CMA is unique because we use a team of professionals who work together to guide our clients through the world’s financial challenges. Most people must seek out and hire a Certified Financial Planner, a money manager, insurance specialists, attorneys and tax professionals separately. They then meet with them individually, extract the advice and piece that advice together themselves, in hopes to find a path that will help them achieve financial success. These same people often wind up frustrated when the uncoordinated advice of professionals who don’t work together, doesn’t work out and their path takes a turn for the worst.
We guide our clients along the path to achieving their goals for reasons that are important to them. We bring this team together to offer comprehensive, coordinated and consolidated advice to each client. Our professionals span a wide range of financial services and include all the professions listed above and many more. We believe the best way to ensure our clients achieve their goals is to have these financial professionals work together as a team instead of individually. The team must also see our client’s future success as paramount. The better the quality of our services, the greater the probabilities our clients will be successful. The greatest reward we receive is when our clients achieve all their goals for reasons that are important to them.