Our Firm

 

Cline Financial Group is a professional firm committed to helping people achieve their financial goals.  We do this in a number of ways.  Education is the first step to understanding how to set a financial goal then mapping out your plan to achieve it.  This is done with software called Money Edge™.  This becomes your score card to track your progress towards your journey to financial freedom.
 
Cline Financial Group  was  also  a  major  contributor  in the creation of Capital Marine Alliance. CMA was formed to help you, the professional in the marine industry, through the treacherous waters of financial planning.
 
CMA consist of highly specialized professionals in financial planning, legal and other related fields with heavy experience specific to the marine industry.  
 
CMA has pooled its resources to navigate your trip to “retirement”. Ask yourself, would you make a trip to a foreign port without navigation equipment and a plan? Do you expect a comfortable retirement to just happen without a solid plan?
In the financial business we use Money Edge™, a financial chart that takes into consideration such factors as:
       
       · When you want to retire
       · Current income
       · How much money you need to live on
       · Investment income
       · Inflation
       · Social Security
 
Don’t forget, in any well-planned trip there is always a chance of a hurricane or an unexpected squall. Either one could wipe out everything at once or take you off course.  This is why you need to know the insurance, financial and legal tools available to protect and preserve your hard earned capital that you have acquired or still need to acquire.