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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.

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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.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Murray Richardson, BFA™

Murray Richardson, BFA™

President - C.D. Financial, Inc.

Marissa Schenback

Marissa Schenback

Registered Assistant

Amy Lipniarski

Amy Lipniarski

Office Manager

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