C.M. Carrillo Financial Advising is proud to offer a comprehensive and well balanced approach to the overall financial planning process. And while we very much enjoy helping each of our clients navigate that process from beginning to end, we are also more than happy to assist clients that would like to focus on one specific area of need.
The LADL is an acronym that summarizes the insurance side of all that C.M. Carrillo Financial Advising is able to bring to the table. Each one of the four components that comprises The LADL is designed to do something fundamentally different. Each solution is designed to help you manage risk and protect you, your family, and/or your business from a unique threat. We use the term threat very deliberately because these are things that can derail one’s financial plan and jeopardize one’s ability to retire when they want and how they want.
The Allocation Plan Program
The Budgetary Process | Budget Planning Tools & Strategies
We offer assistance to all of our clients as well as prospective new clientsthat have a need to formulate an "Allocation Plan" for their household.
The Gift Of A Lifetime Program
The Gift of a Lifetime Program is designed to assist proactive grandparents andparents that have a desire to leave a legacy for their children and/or grandchildren.
Investment Client Cash Solutions
Securities-Backed Line Of Credit (SBLOC)For Eligible Investment Clients with Non-Qualified Accounts
The Cash Advantage Program
Helping You Transform Your Vision Into Your Reality
C.M. Carrillo Financial Advising, MassMutual, and Prosperity Wealth Management, Inc. do not render tax or legal advice.
Christopher Carrillo is a Brokerage Insurance Agent with MassMutual Financial Group.
MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.
Christopher Carrillo offers insurance products through MassMutual as well as other insurance carriers.
Investment Advisory Services offered through Prosperity Wealth Management, Inc., a Registered Investment Advisor. C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. are separate entities.
MassMutual and Prosperity Wealth Management, Inc. are separate and unrelated entities.