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>>Cumrine & Company
Creating sound financial strategies for the days ahead
Meet Tyler NagelFree ReportFree Meeting

Services Offered

  • Retirement Planning
  • Income Planning
  • Wealth Accumulation
  • Tax Planning
  • Long Term Care Protection
  • Estate Planning
  • IRA Legacy Planning
  • Life Insurance
  • IRA & 401(k) Rollovers

Cumrine & Company
Your financial future is far too important to leave to chance.

Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later. Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well being.

It’s what we don’t know or what questions we don’t ask or clarify that may be costing us severely. By finding out how you arrive at financial decisions we can determine if that process is perhaps flawed. If you find out that there are flaws or missing information in your decision making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning, thus helping you make more informed financial decisions closely matched to your true needs and desires.

Many financial advisors focus only on helping you accumulate assets. At Cumrine & Company, our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and your estate plan.

Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future. Learn more about our 3 Step Review now by calling 970.663.3211 or Contact us today.

The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

Do you have a specific area of concern?

  • Investment Planning
  • Income Planning 
  • Estate Planning
  • Tax Planning
  • Asset Protection Planning
  • Business Planning 
  • Charitable Planning
  • Real Estate
  • Financial Planning

To find out if something is missing in your current retirement planning or for a free, no-obligation 3 step review; call us at 970-663-3211 to schedule a time to discuss your financial future!