WELCOME TO
CN FINANCIAL
Your Trusted Financial Partner
Trust is paramount in financial advisory services. By choosing us as your financial partner, you're placing your trust in a team with a proven track record of helping clients navigate complex financial landscapes. We're committed to earning your trust through transparency, expertise, and personalized guidance.
Nonye Nwaokelemeh, PharmD
"The Finance Pharmacist"
Founder and CEO
ABOUT US
Our Story: Guiding Financial Success
At CN Financial, we are dedicated to empowering individuals and businesses to achieve financial success. Founded with a vision to provide expert financial guidance and unparalleled customer service, our journey has been one of commitment, integrity, and a passion for helping our clients thrive. With experienced financial advisors who are dedicated to financially protecting families, growing and protecting wealth, and staying at the forefront of industry trends, we've built a reputation for tailored solutions, transparent practices, and unwavering support. Our story is one of trust, expertise, and a genuine desire to see our clients prosper. Join with us to create a brighter financial future for yourself today.
Trusted Advisors Helping Our Communities
Commitment to Your Financial Well-Being
Planning and Strategies Tailored to Your Priorities
WHAT SETS US APART
Innovative Financial Strategies Designed With You In Mind
The Power of Indexing
As we work with you to develop a customized financial plan, we offer two financial vehicles that leverage the Power of Indexing: the Indexed Universal Life Insurance policy (or IUL) and the Fixed Index Annity (or FIA)
These products help solidify your financial future by allowing the funds you contribute to capture market growth while simultaneously protecting those funds from any future market downturns.
Decreased Tax Liability in Retirement
Most of the popular retirement savings vehicles, such as the 401(k), 403(b) and IRA, will keep you paying taxes your entire retirement as you draw from your nest egg, greatly increasing your chances of outliving your savings.
At CN Financial, we work with you to position your current savings and future contributions into tax-free vehicles. Our goal is for you to enjoy your golden years without owing anything more to the IRS.
3:1 Match to Bolster Your Retirement
A novel 5-year strategy offered to the well-compensated not only takes advantage of the Power of Indexing, but also leverages contributions from reputable lenders.
For every $1 you contribute into this program, the lender will match up to $3, allowing you receive 60-100% more tax-free supplemental income in your retirement years.
Click here to learn about this innovative program.
SERVICES
We Provide World-Class Solutions
Life Insurance Coverage
First things first: we must financially protect what is most important to us - our loved ones. At CN Financial, we not only help you determine the amount coverage you need, but also the type of coverage you need.
With the arrival of next-generation life insurance, we offer policies that harness the Power of Indexing and have living benefits. The living benefits allow you to access your death benefit while you are still alive for certain life events, giving you even greater protection.
Comprehensive Financial Coaching and Planning
With your personal financial priorities and goals in mind, we will help develop a holistic plan to achieve financial security and peace of mind. We conduct a financial analysis to assess your current financial situation and help guide you towards a financial mindset focused on your deepest priorities. From there, we set clear financial goals and develop a tailor-made plan to achieve those goals. Depending on your situation, our focus can vary from budgeting assistance and debt management to financial protection and investment strategies.
Investment Management
Our aim is to provide you with customized investment strategies designed to protect your funds from taxes, market volatility, and inflation. The innovative products in which we specialize allow funds to capture market growth while shielding those same funds from any market downturns through the Power of Indexing.
For well-compensated individuals and households, we offer a novel, wealth-building program. In addition to obtaining market growth with market protection, the funds contributed to this program will be matched up to 3 to 1 by reputable lenders, leading to 60-100% more tax-free supplemental retirement income.
Retirement Planning
We offer retirement planning services individualized for your financial needs and priorities. They include retirement income analysis, Social Security optimization, and 401(k) and IRA guidance.
We specialize in bolstering your retirement outlook by leveraging the Power of Indexing and decreasing future tax liabilities, leading you towards a tax-free retirement.
Estate Planning and Wealth Transfer
Highlight your estate planning services, which can include wills, trusts, and strategies to minimize estate taxes. Explain how you assist clients in transferring wealth to future generations while ensuring their wishes are met.
TESTIMONIALS
CUSTOMER REVIEWS
I can't thank them enough for their guidance. They took the time to understand my financial goals and crafted a personalized plan that has transformed my financial future!
PETER S.
IT Consultant
Their expertise and attention to detail gave me peace of mind in an otherwise uncertain financial world. I'm now on track to retire comfortably, and I owe it all to their guidance.
ANGEL D.
Nurse Practitioner
OUR TEAM
John Doe
Jane Doe
John Doe
FAQS
What services do you offer?
We offer a comprehensive range of financial services tailored to your unique needs. Our services include life insurance analysis, financial planning, investment management, retirement planning, estate planning, budgeting assistance and debt management. We work closely with you to create a customized financial strategy that aligns with your goals, priorities and aspirations.
How do you charge for your services?
We believe in transparency when it comes to our compensation. We are primarily paid by commission for the products we offer our clients. These products are integral to the personalized strategies we develop to help them achieve financial security. However, these products have no management fees, so no portion of the growth within these products comes back to us; it all stays with you.
We charge flat fees for specific services such as budgeting assistance and debt management. We discuss all these fees with you upfront, so there are no surprises.
How can I get started with your services?
Getting started is easy! Simply reach out to our team through the contact form on this website, email us or give us a call. You can also schedule a free initial consultation with us where we can get to know you and your financial goals better. This consultation is an opportunity for you to ask questions and learn more about how our services can benefit you. If you decide to move forward, we'll work together to create a personalized financial plan to set you on the path to financial success.
And as a way of saying "thank you" for your time and consideration, anyone who attends their scheduled consultation appointment with us will receive a $100 dollar hotel savings card, regardless of whether or not you choose to move forward with our services.
Contact Us
**The information provided on this website does not constitute financial advice. Consult with a qualified financial advisor before making any financial decisions based on the information provided here.