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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A letter of instruction provides additional and more personal information regarding your estate.
There are things about Social Security that might surprise you.
What’s the deal with your yearly free credit report?
Bonds may outperform stocks one year only to have stocks rebound the next.
Couples may be able to head off many of the problems in a marriage that money can cause.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.