Cwmginc.com Website Review

at cwmg our mission is to help our clients make sound financial decisions and to exceed their.. cwmg oversees and coordinates the financial affairs of a select group of individuals, families and business owners primarily in the suburban philadelphia region. we help our clients coordinate their financial affairs in two ways. first by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. second, by taking an integrated approach to help manage eight key financial impact areas: cash flow, investments, insurance, taxes, retirement planning, educational planning, estate we position ourselves as the financial quarterback or personal cfo to our clients. no matter what your financial needs and goals are, we have the resources to help you with them. our services include: retirement planning – whether you are in retirement and are worried about your nest egg or you are planning or preparing to retire, we have the tools to help design an investment strategy to help you pursue all of your retirement goals. portfolio an*lysis and management – professional fee-based portfolio management developed, held and cleared through lpl financial. with technologically advanced tools to help keep you informed of how your investments are performing, and to make life insurance - providing financial protection for you, your business and your loved ones. protecting you while you are alive and elderly care including long term health care - helping seniors and their ad*lt children transition their lives from one stage to the next. we have a network of professionals to as*ist every question you may have. educational planning – as*isting with the planning and funding of college education. estate planning - help protect the wealth you’ve worked hard to accu*ulate throughout your life.. term or whole life? just be sure you have adequate coverage. some tips for parents and college students to consider, whether opening a new checking account or using an old one.