Mission Statement

CPM Financial Services provides our Clients highly individualized personal financial planning, exceptional service, most importantly, specific attention to each of our clients.       

We are dedicated to improving the quality of life for each of our clients by exceeding client service expectations, anticipating their changing circumstances, and providing objective, clear solutions on a continual basis. Our team strives to serve with honesty, integrity and open dialogue. Our purpose is to help each client achieve and maintain financial independence throughout retirement, protect their wealth, and distribute their wealth in an efficient manner. 

SINCE 1992