At CMH Wealth Management, LLC we work with our clients to provide custom solutions that work with their goals and priorities. We know that every situation is different, so every plan must be different to work toward your goals. We work with tax and accounting professionals in our sister firm, CMH Advisors, PLLC (formerly Hausz & Associates, PLLC) who specialize in tax preparation, tax planning, small business accounting and payroll services, employee benefits and succession planning, so you know you are getting experienced tax advisors with deep knowledge.
Financial Independence Planning - Would you like to be financially independent and choose whether you work or not? Do you know what it would take for you to be financially independent? We can design a road map for you and work with you on your journey.
Investment and Portfolio Management - How will your portfolio perform in down markets? Do you know what is in your portfolio and how it is being managed? Do you know what fees you are paying for the investments you own and how much of an impact they are having on your overall return?
Tax Planning - Would you like to minimize your taxes both annually from your investments and in your estate? Did you know there are specific investments meant for non-retirement accounts because of their tax efficiency?
Estate and Trust Planning - Have you thought through how you would like your assets to be passed to your spouse, children and grandchildren? Did you know there are specific types of trusts that are designed to minimize the taxation of your assets at your death depending on whom you will pass them to?
Retirement Planning - Did you know there are plans that can provide tax-free income in retirement for those who have income too high to contribute to typical tax-free options like Roth IRAs?
Employer Retirement Plan Design - As an entrepreneur with a growing business, you may find yourself with employees and responsibilities that can be overwhelming at times. With so many employer plans out there, should your company use a traditional 401(k) plan or are there better options that may meet your goals as an owner?
Philanthropic Planning - Would you like to have a strategy for giving to an alma mater, charity or cause you are passionate about? Would you like to give consistently on an annual basis, accumulate a pool of funds to dip into when the right philanthropic opportunities present themselves, or give a portion of your estate to a charity?
Accounting & Tax Services- In need of accounting, payroll or tax services? Our partner company CMH Advisors can provide these additional services for you and your business.