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.
Helpful Content
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
View all articles 
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.