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CWM provides its clients with advice on all aspects of their financial well-being, including:

  • How to invest their 401(k)s, IRAs, and brokerage accounts
  • How to save money on their taxes
  • Which employee benefits to choose
  • How to save for their children’s education
  • Preparing wills, trusts and other estate planning documents to protect their family
  • Choosing the types of insurance they need, and don’t need