We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision. We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients.
Those relationships, like our business, are built upon INTEGRITY and TRUST. Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Here's a look at several birthdays and "half-birthdays" that have implications regarding your retirement income.
Those relationships, like our business, are built upon INTEGRITY and TRUST. Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Here's a look at several birthdays and "half-birthdays" that have implications regarding your retirement income.
Services
We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision. We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients.
Over the years Stan has built a loyal client base by understanding each client's unique situation and goals. This allows him to design and monitor plans specifically tailored to their circumstances. Jason places a high value on being a good listener and providing input to clients that is understandable and relatable.
In today's complex and fast pace world we encounter many people who are anxious and unsure about their financial decisions and direction. We come alongside you to bring a sense of peace and relief. As a business owner, your plate is already full. Sometimes it's hard to know how your business decisions are affecting your big picture financial direction.
Whether you are transitioning out of ownership and looking for a holistic retirement approach or you are in the growth stage of your business, we have the experience necessary to help you pursue your goals and organize your finances in a way that seeks to provide the stability and outlook you desire.
In our 30 years of experience advising veterinarians and practice owners we have had the good fortune of working with those that have had a variety of goals and dreams. Whether you are just starting out, thinking about buying or selling a practice, thinking of starting a family or whatever road you are on we can help you navigate the financial decisions that you face.
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