© Councilor, Buchanan & Mitchell, P.C. CBM Financial Services January 13, 2015.
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Transcript of © Councilor, Buchanan & Mitchell, P.C. CBM Financial Services January 13, 2015.
© Councilor, Buchanan & Mitchell, P.C.
CBM Financial Services
January 13, 2015
© Councilor, Buchanan & Mitchell, P.C.
Wealth Management and Institutional Investing
Alliance Partners
Morgan Stanley/Graystone-Mike Engel
RBC Wealth Management-Hank Warner
Morgan Stanley/The Davis Group-Natalie Davis
Employees of CBM directly responsible for bringing new business to CBMFS will be compensated at 25% of the net fees and commissions received.
Commissions are calculated and paid on a quarterly basis.
Employee must be a CBM employee at the end of any quarter during which fees are collected in order to receive a commission.
© Councilor, Buchanan & Mitchell, P.C.
Morgan Stanley/Graystone
Mike Engel, Institutional Consulting Director
Contact Information
800.522.3546/202.861.5003
High net worth individuals, commercial and nonprofit entities
CBM staff paid by CBMFS at 25 % of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
RBC Wealth Management
Hank Warner, RBC Wealth Management/Warner Investment Group
Contact Information
877.626.1574/202.661.9562
High net worth individuals, commercial and nonprofit entities
CBM staff paid by CBMFS at 25% of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
Morgan Stanley
Natalie Davis, Vice President/Investments
Contact Information
(703) 556-8104
High net worth individuals, commercial and nonprofit entities
CBM staff paid by CBMFS at 25 % of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
Other Wealth Management Providers?
What other wealth management providers should we get to know?
© Councilor, Buchanan & Mitchell, P.C.
Insurance Providers
Alliance Partners – Life Insurance
Matt Lucas, Lucas Insurance Advisory
Tim Kvech, Planning Solutions Group
Others
CBM staff paid by CBMFS at 25% of net (collections)
Other Insurance Partners
© Councilor, Buchanan & Mitchell, P.C.
Lucas Insurance Advisory
Matt Lucas, Lucas Insurance Advisory LLC
Contact Information
240.482.3588/301.440.7895
Life Insurance
CBM staff paid by CBMFS at 25% of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
Planning Solutions Group
Timothy J. Kvech, Planning Solutions Group
Automotive industry specialty
Contact Information:
888.740.3501/301.543.6002
CBM staff paid by CBMFS at 25% of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
Other Insurance Providers
Health, Property & Life
Insurance Associates
Steve Spencer
Hugh Carroll
Dan West
Early Cassidy and Schilling
Tim Schilling
AHT
Mike Crilley
© Councilor, Buchanan & Mitchell, P.C.
Other Insurance Providers?
What other insurance providers should we get to know?
© Councilor, Buchanan & Mitchell, P.C.
CFO and Accounting Outsourcing
Interim1, LLC
Michael Caggiano, CEO and Co-Founder
703.672.2200/703.407.4775
Interim 1 offers a solution for on-demand executive, management and consulting expertise in the Greater DC area
CBM staff paid by CBMFS at 25% of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
R&D Tax Credits
Alliant Group
R&D tax credits
CBM staff paid by CBMFS at 25% of net (collections)
© Councilor, Buchanan & Mitchell, P.C.
R&D Tax Credits Calculations
Per Alliant Per TaxGroup Report Return
Tax Benefits2008 152,366 154,7102009 164,141 166,6672010 222,898 222,8992011 101,063 101,063
640,468 645,339
Max. Fee to Alliant Group2008 53,328 54,1492009 57,449 58,3332010 78,014 78,0152011 35,372 35,372
224,164 225,869
Fee to CBM2008 7,999 8,1222009 8,617 8,7502010 11,702 11,7022011 5,306 5,306
33,625 33,880
© Councilor, Buchanan & Mitchell, P.C.
Credit Card Processing
iTransact-Merchant Account and Payment Gateway Provider
Ensure your client is paying reasonable processing fees
Joe Young
301.770.4200/301.219.6897
Affiliated with Payroll Network
© Councilor, Buchanan & Mitchell, P.C.
Benefit Plan Administration and Investing
AFS Financial Group
Brown/Miller Wealth Management Group of Wells Fargo Advisors
Morgan Stanley/Graystone
© Councilor, Buchanan & Mitchell, P.C.
AFS Financial Group
Alexander G. Assaley, III AIF
Contact Information
301.961.8401
Advisor for corporate retirement plans and specializes in design, implementation and management of retirement plans for companies of all sizes
© Councilor, Buchanan & Mitchell, P.C.
The Brown/Miller Wealth Management Group of Wells Fargo Advisors Mary Wallack, Financial Consultant
Contact Information
301.961.8401
Financial consultant providing wealth management services to affluent individuals and families, business owners, foundations, endowments and institutions.
© Councilor, Buchanan & Mitchell, P.C.
Morgan Stanley/Graystone
See earlier slide under Wealth Management section
© Councilor, Buchanan & Mitchell, P.C.
Banking
General
Bank Georgetown
Mike Fitzgerald, Jonathan Higgins, Gerard McLaughlin
Eagle
Samantha Perry
Monument
Clyde Garrett
Capital One
Tom Austing
Revere Bank
Ann Klein
© Councilor, Buchanan & Mitchell, P.C.
Banking
Automotive
Sun Trust
K. Roger Clore & Dennis Stough
BB&T
Roy Giese
BMO Harris Bank
Jeff Carmines
TD Bank
John Brunetti
© Councilor, Buchanan & Mitchell, P.C.
Banking
Nonprofit
BB&T
Thomas Ransom
Capital One
Kathleen Malloy
Georgetown Bank
John Higgins
SunTrust
Yasamin Al-Askari
© Councilor, Buchanan & Mitchell, P.C.
Banking
Construction
M&T
BB&T
TD Bank
Brian Lewald
© Councilor, Buchanan & Mitchell, P.C.
Memo: Compensation Program
© Councilor, Buchanan & Mitchell, P.C.
AICPA Personal Financial Planning
AICPA Personal Finance Report Card
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