John Egan CFP

The CWM family is a team of professionals dedicated to helping you make smart money decisions so that your taxes, investments, insurance, and estate plans are all working in unison to achieve the goals and the lifestyle you desire. Our strategies are designed to help you reach your financial dreams, giving you a greater assurance of thriving in retirement.

We are independent; we can pick and choose a portfolio that works best for you. We don't just use cookie-cutter models; we choose and fine-tune a unique plan specifically for you. We are pro-active. We encourage Review Meetings where we sit down together to see if your plan is still on track. Necessary adjustments are addressed now, before it's too late.

If you can't imagine driving to an unknown destination without a roadmap, then why drive towards your retirement without a comprehensive wealth plan? Our team will guide you from where you are to where you want to be, utilizing a comprehensive approach that tracks your finances all the way to and through retirement.

If you go to a doctor with a sore knee, and the doctor immediately schedules a radical surgery for you, what would you think of that doctor?. Well, the same for financial planning! We will seek to identify all the facts necessary to make sound financial plans that are in your best interest before making any decisions.

We will look at various strategies to help you avoid running out of money in your retirement. You might find it interesting to look at this short video as an example of how allocating your income can help you survive and thrive in retirement.

We will individually strategize your portfolio based on your individual situation, including things like a risk assessment (seeing if the risk you have matches the risk you want to take), and looking at any "lazy money" you might have.We love helping people succeed and making complex things simple.