CIMA Financial

CIMA Financial Helping Growth-Minded Hispanic Contractors overcome financial disorder through trusted advice so they can experience freedom of time and money.

Who we are:
Bilingual financial planning firm that values Wellbeing, Integrity, Faith, and Excellence. What we do:
Bring order and clarity to business owners and individuals financial lives allowing them to make confident decisions and focus on what is most important. How we do it:
Identifying financial gaps that may exist and guide our client through potential courses of action. We manage cash

flows and risk, and we implement the appropriate protection, investment, tax, retirement, and estate planning strategies. Why we do it:
To enrich the quality of life of those we serve.

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits,...
03/10/2026

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits, guaranteed stability, simplified beneficiary splits, and direct payouts that bypass probate, it helps secure your family’s future with confidence. Let’s connect to learn how whole life insurance can strengthen your wealth transfer strategies.

03/09/2026

Last week, markets were volatile as a spike in oil prices tied to the U.S.–Iran conflict coincided with a weaker-than-expected February jobs report. Overall, markets appeared more influenced by uncertainty around energy supply disruptions and inflation persistence than by a clear weakening in economic fundamentals. Check out this week’s market perspective to learn more.

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — w...
03/09/2026

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — whether by adjusting your income, investing, or making the most of an unexpected windfall. I’m here to help you make confident, goal-aligned decisions.

Tax season is here for small business owners, and the One Big Beautiful Bill Act could impact your business. Let’s discu...
03/09/2026

Tax season is here for small business owners, and the One Big Beautiful Bill Act could impact your business. Let’s discuss how recent changes to tax rules and deductions may impact your planning.

Happy International Women’s Day to all. Together, let’s honor the progress made and keep building a more supportive, int...
03/08/2026

Happy International Women’s Day to all. Together, let’s honor the progress made and keep building a more supportive, interconnected world.

03/06/2026

With your choice of Income Guarantee Features to meet your unique focus, you can plan for retirement successfully, with your financial goals in mind.

Let's find the right solution for you today to help reach your financial goals.

With so much in the news right now, it’s natural to wonder how global events can impact markets. This quick read from Da...
03/05/2026

With so much in the news right now, it’s natural to wonder how global events can impact markets. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, breaks down the current geopolitical situation and why staying grounded in fundamentals is so important during volatile periods. If the headlines have raised questions, this is a good place to start.

Wars are atrocious. But the history of markets and capitalism can offer some guidance.

Wishing you a vibrant Holi filled with colors of joy, harmony, and new beginnings.
03/04/2026

Wishing you a vibrant Holi filled with colors of joy, harmony, and new beginnings.

Need help understanding the complexities of tax planning? Looking to make informed decisions about your tax options? Let...
03/03/2026

Need help understanding the complexities of tax planning? Looking to make informed decisions about your tax options? Let’s make sure you’re prepared. Reach out now to set up an appointment.

03/03/2026

Last week, markets were volatile as inflation surprises, AI disruption concerns, and private credit risks weighed on sentiment. Equities drifted lower despite strong earnings, while Treasuries rallied, pushing yields below key levels. With different sectors taking turns leading the market, diversification remains critical amid heightened volatility. Learn more with this week’s market perspective.

Let’s celebrate the legacies and leadership of women past and present. Together, we can pave the way for a future of gre...
03/01/2026

Let’s celebrate the legacies and leadership of women past and present. Together, we can pave the way for a future of greater opportunities.

Address

8313 Six Forks Road , Suite 111
Raleigh, NC
27615

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 6:30pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+19197553070

Website

https://exit-planning-institute.org/program/certified-exit-planning-advisor

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