Welcome to Cunningham Financial
We are a family owned wealth management business.
We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.
We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients. Those relationships, like our business, are built upon INTEGRITY and TRUST.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn more about women taking control of their finances with this infographic.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It’s never a bad time to speak with your financial professional about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a quick guide to checking to see if you have unclaimed money.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.