CN Financial

Your Trusted Financial Partner

Financial advisor (show on map)

5.0

★★★★★

3 reviews

CN Financial empowers individuals and businesses to achieve financial success through expert guidance, tailored solutions, and unwavering support.

Call (866) 926-2530

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About

CN Financial is dedicated to empowering individuals and businesses to achieve financial success. Founded with a vision to provide expert financial guidance and unparalleled customer service, the company offers a range of services including life insurance analysis, financial planning, investment management, retirement planning, estate planning, budgeting assistance, and debt management.

Led by Dr. Nonye Nwaokelemeh, a pharmacist turned financial advisor, the team is committed to helping clients navigate complex financial landscapes and achieve a tax-free retirement through innovative products like the Indexed Universal Life Insurance policy (IUL) and Fixed Index Annuity (FIA). The company emphasizes transparency, expertise, and personalized guidance, aiming to make retirement more affordable and secure for its clients.

Innovative financial strategies designed with clients in mind

Power of Indexing through IUL and FIA products

3:1 lender match program for enhanced retirement income

Focus on decreasing future tax liabilities

Personalized guidance and transparent practices

Services

Comprehensive Financial Coaching and Planning

Develop a holistic plan to achieve financial security and peace of mind by assessing current financial situation, setting clear goals, and creating a tailored plan that includes budgeting, debt management, financial protection, and investment strategies.

Personalized financial priorities and goals Financial analysis Clear financial goals Tailored plan

Investment Management

Provide customized investment strategies designed to protect funds from taxes, market volatility, and inflation by leveraging the Power of Indexing through Indexed Universal Life Insurance (IUL) and Fixed Index Annuity (FIA) products.

Market growth capture Market downturn protection Wealth-building program with 3:1 lender match Tax-free supplemental retirement income

Retirement Planning

Offer retirement planning services individualized for financial needs and priorities, including retirement income analysis, Social Security optimization, 401(k) and IRA guidance, and leveraging the Power of Indexing to decrease future tax liabilities.

Retirement income analysis Social Security optimization 401(k) and IRA guidance Tax-free retirement strategies

Life Insurance Coverage

Help determine the amount and type of life insurance needed to financially protect loved ones, offering next-generation life insurance policies with living benefits that allow access to the death benefit during certain life events.

Financial protection for loved ones Next-generation life insurance policies Living benefits for life events Market growth with protection from downturns

Estate Planning and Wealth Transfer

Provide estate planning services including wills, trusts, and strategies to minimize estate taxes, ensuring clients' wishes are met and wealth is transferred to future generations efficiently.

Wills and trusts Estate tax minimization strategies Wealth transfer planning Alignment with client wishes

Credentials & Certifications

PharmD

Reviews

Rating

★★★★★

Reviews

"Working with Nonye has been an absolute pleasure."

Frequently Asked Questions

What services do you offer? +

We offer a comprehensive range of financial services tailored to your unique needs. Our services include life insurance analysis, financial planning, investment management, retirement planning, estate planning, budgeting assistance and debt management. We work closely with you to create a customized financial strategy that aligns with your goals, priorities and aspirations.

How do you charge for your services? +

We believe in transparency when it comes to our compensation. We are primarily paid by commission for the products we offer our clients. These products are integral to the personalized strategies we develop to help them achieve financial security. However, these products have no management fees, so no portion of the growth within these products comes back to us; it all stays with you.We charge flat fees for specific services such as budgeting assistance and debt management. We discuss all these fees with you upfront, so there are no surprises.

How can I get started with your services? +

Getting started is easy! Simply reach out to our team through the contact form on this website, email us or give us a call. You can also schedule a free initial consultation with us where we can get to know you and your financial goals better. This consultation is an opportunity for you to ask questions and learn more about how our services can benefit you. If you decide to move forward, we'll work together to create a personalized financial plan to set you on the path to financial success. And as a way of saying "thank you" for your time and consideration, anyone who attends their scheduled consultation appointment with us will receive a $100 dollar hotel savings card, regardless of whether or not you choose to move forward with our services.