Our Clients
At C.M. Carrillo Financial Advising, we really love helping people navigate this journey that we call life and there are certain types of clients that we especially enjoy working with. Below we have provided a list of our firm's Niches and Ideal Client Profiles. Let us know how we can help you, your family, your business, and your friends.
Our Niches
- Business Owners
- Real Estate Investors
| - Long Term Care Planning
- Investors with Cash Flow Issues or Liquidity Needs
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Our Ideal Client Profiles
| Major Life Events We really enjoy working with those who are navigating some of life's biggest transitions. When a major life event occurs, it is actually an excellent time for individuals to speak with a Financial Advisor because the event usually creates a need or a set of needs on the financial side of things. Consequently, it is a perfect time for individuals to assess or reassess their overall financial situation.
- Recent Graduates (High School or College)
- Couples recently Engaged or Married
- Those who have recently had or adopted a Child
- Those who have recently gone through a Divorce
- Individuals who have recently transitioned from one employer to another (New Job)
- Has a Proactive Attitude
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| Business Owners - Excellent Referrals: Doctors (E.g. Dentists, Optometrists, Ophthalmologists, MDs)
- Ideal for a Collaborative Alliance: CPAs
- Has Liquidity Needs
- Interested in Creative Financing
- Needs Cost Effective Liquidity
- Needs Cash Flow Flexibility
- Has a need to formulate and fund a Business Succession Plan
- Interested in Executive Bonus Plans to attract and retain talent
- Interested in Business Retirement Plans
- Has a Proactive Attitude
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| Real Estate Investors - Home Flippers, Landlords, Private Money Lenders, Hard Money Lenders
- Does Commercial and/or Residential
- Has Liquidity Needs
- Interested in Creative Financing
- Needs Cost Effective Liquidity
- Needs Cash Flow Flexibility
- Has a need for Asset Class Diversification
- Has a Proactive Attitude
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| Retirement Preparation - Those Just Getting Started
- Those who feel like they are not on track for retirement
- Those who would like a Second Look
- Those who are concerned about Outliving their Money (Longevity Risk)
- Those who have no Long-Term Care Plan
- Those who are not currently utilizing Tactical Strategies
- Has a Proactive Attitude
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 | Grandparents & Seniors - Seniors concerned about Outliving their Money (Longevity Risk)
- Seniors concerned about their Long-Term Care Plan
- Seniors that would like to learn about Financial Gifting Strategies
- Seniors that have a desire to help fund a Grandchild’s College Education
- Has a Proactive Attitude
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Building Your Team of Financial Professionals
Individuals, Couples, & Families | Business Owners |
Vision To Reality
