CMA Solutions, Inc.

"Take Your Financial Hat Off and Give It To Us"

WHAT WE DO

CMA Solutions, Inc. (CMAS) focuses on Wealth Preservation Services and Asset Protection Strategies.  Our services include (as a whole or in part):

  

  • Annuity Reviews and Management
  • Individual, Business and Trust Life Insurance Reviews and Management
  • Non-Qualified Executive Compensation Plans
  • Comprehensive Financial Planning
  • Estate and Succession Planning 
  • Individual, Business and Trust Tax Planning and Preparation
  • Non-Profit Set-Up, 501(c)(3) filings and Administration
  • Federal Grant Procurement, Management and Adminstration
  • Consulting

What You Can Expect and What We Expect


RESPONSIBILITIES OF CMAS

 

  • CMAS will keep in strict confidence all of the information about the financial affairs of the Client.
  • CMAS  will  create  a  comprehensive financial  plan  and  present  it  to  the Client on  the specified due date.
  • CMAS will assist the Client in creating a task list during the presentation of the financial plan.
  • CMAS will mail a final copy of the comprehensive financial plan and the task list to the Client no later than two weeks after presenting the plan to the Client.
  • CMAS will provide financial education and advice until the end of the initial engagement.

 

RESPONSIBILITIES OF OUR CLIENTS:

 

  • The  Client  will  make  every  effort to  participate  in  the  financial planning  process. 
  • Ultimately, it is the Client’s responsibility to implement CMAS’s recommendations and make their financial plan work in their life. 
  • The Client will fill out the financial planning questionnaire and mail it to CMAS at least two weeks prior to the scheduled meeting date.
  • The Client should approach our financial planning meeting with an open mind. This will help the Client to learn more during the financial planning process.
  • The Client is responsible to make sure that they understand what CMAS is explaining to them.
  • In other words, if CMAS explains a financial planning concept to the Client, and the Client does not understand it, the Client should make sure to ask CMAS to repeat the explanation in a way that makes sense to the Client.

  • The  Client  is  responsible for  disclosing all relevant facts and information that  are necessary for  CMAS  to  provide  accurate   and comprehensive  advice  for  the  Client's unique situation.