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Planning From A-Z

Planning From A-Z

Smart investors focus on what they can control such as financial planning, tax planning, and estate planning. At CIA, we offer comprehensive planning that works to protect what you have, and also build for the future.

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ASSET PROTECTION

Protecting your plan from unforseen circumstances

TAX PLANNING

Typically your biggest financial expense.

INCOME PLANNING

Determining how long your money will last.

INVESTMENT PLANNING

Asset allocation is the biggest determinant of long-term return.

ESTATE PLANNING

Leave as much money as you can to the people you want.

Our Investing Accounts

We offer different accounts to suit multiple financial goals.

Learn About Our Gold Medal Services

Personal Investing

Useful for a variety of investment purposes, this account has no contribution limit and follows standard tax rules.

Rollover

Roll over an IRA, 401(k), 403(b) from a previous employer to a IRA.

IRA

A retirement account that benefits from tax-deferred growth, but has an annual contribution limit.

Inherited IRA

A retirement account that is funded from previous owner IRA that allows you to continue tax deferral.

Trust

For people who have created a Trust and want to title their financial account the same.

Joint

Similar to individual taxable, but designed for couples or family members who want to share ownership of a single account.

Start With a Plan

Financial planning is relevant no matter your age. Starting out or finishing strong requires planning. We are here to help in the process and have many account options that are available to help you reach your goals.

Start MY Plan

The hardest part of the plan is getting started. We've created a quick-start 6 question process to begin your plan. We recommend you go through the questions without stopping to have a basic baseline. We will help you refine your plan over time, but this simple process will work to get you on the right path to success.

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