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SAFE MONEY PLACES EDUCATIONAL WEBSITE
We define a "Safe Money Place" as one where your principal is protected from loss as long as you follow the initial contractual guidelines, and if you do decide to take your money and walk away, you know UP-FRONT what leaving early will cost.
USEFUL TOOLS AND RESOURCES
Founder of CM Financial Strategies
Investment Adviser Representative: Virtue Capital Management
11501 Dublin Blvd. Suite 200
Dublin CA 94568
Tel. No. (925) 452-8286
Fax No. (925) 237-3733
Direct Line (925) 452-7582
Mobile No. (510) 610-2069
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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and CM Financial Strategies are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.
CM Financial Strategies is not affiliated with the Social Security Administration.
We do not warrant anything on this website, although we hope everything is accurate. We do not provide legal or tax advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a financial professional about your personal situation before making any financial decisions.
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We provide links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
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