Welcome to CBD Wealth Management
CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.
Wealth Client Process
For individuals and families, the CBD Wealth Client Process is a 5-step process that pinpoints your specific needs and provides us with a roadmap to simplify your financial life and prioritize your long term goals.
Retirement Plan Solution
The 6-step CBD Retirement Plan Solution provides a simple, focused and balanced strategy to assist business owners in plan design, administrative support and compliance for company retirement plans.
Our library has a list of helpful documents that are updated regularly. They provide advice and guidance on a variety of different investment fronts: economy, markets, asset allocation and products.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are 4 great, and sometimes unexpected, places to raise a family.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Lifestyle considerations in creating your retirement portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.