CMA
goes
beyond many CPA firms in that they help
clients with other aspects of taxes and
tax planning that can have a substantial
impact on wealth building strategies.
Chris believes tax planning is one of the most
important aspects to building wealth. Estate planning can
literally cost some wealthy families
millions of dollars if not handled
properly. And our financial
services firm works with some
of the most experienced estate planning attorneys in
Georgia.
A Financial Road Map can help you to
better understand your financial goals
and dreams.
Investment Advisor Representative with and
Securities and Investment Advisory Services offered through
Transamerica Financial Advisor, Inc.
(TFA) member
FINRA &
SIPC and a Registered
Investment Advisor. Non-Securities products and services are not
offered through TFA. TFA and CMA Financial Services are not
affiliated. Neither TFA nor its representatives provide legal,
tax,
ERISA
nor accounting advice. Persons who provide such
advice do so in a capacity other than as a registered
representative of TFA .LD28084-03/12