Broker Check

PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals. 

Learn More
EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put C.D. Financial on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More
Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.
Learn More
Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Amy Lipniarski

Amy Lipniarski

Office Manager

Karrie Boulware

Client Relationship Manager

Marissa Schenback

Marissa Schenback

Registered Assistant

Murray Richardson, BFA™

Murray Richardson, BFA™

President - Heritage Line Wealth Mangement

LET'S GET CONNECTED

Thank you!
Oops!