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Enduring Values for Changing Times

For better or for worse, change happens – to ourselves, our family, our world. CTM Financial offers confident wealth management, with solid touchstones to guide your way, with you, your family and your business as the focal points.


Learning Center

Educate Your Heirs

  • February 25th, 2020

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. By Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include…

The Foundational Aspects of Planning Your Legacy

  • October 3rd, 2019

Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to…

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