About Us
Certified planners, an in-house attorney, and a CPA — all under one roof in the Inland Empire.
We exist to help Inland Empire families achieve financial security and peace of mind through diligent, personalized planning. That means taking the time to understand each household before recommending anything, explaining every document in language anyone can follow, and standing behind the plan long after it's signed. No pressure, no jargon, no surprises on the invoice — just careful work done by people you can visit in person.
Co-Owner — CEP®, NSSA®, CAA®
Nick co-founded CM Retirement Solutions to bring big-firm planning expertise to Inland Empire families in a warm, face-to-face setting. As a Certified Estate Planner, National Social Security Advisor, and Certified Annuity Advisor, he helps clients see the full picture — how their trust, their benefits, and their retirement income all work together.
Co-Owner — NSSA®
John leads client relationships and Social Security strategy. A National Social Security Advisor, he has walked hundreds of local families through claiming decisions worth tens of thousands of dollars, always in plain language and never with pressure.
Estate Planning Attorney
Jennifer consults with our clients when needed, and she handles the more detailed estate plans like special needs trusts and irrevocable trusts at an additional cost. During your free consultation meeting, we can collaborate on whether Jennifer is needed or not.
CPA & Financial Advisor
Abhi brings a CPA's discipline to retirement and tax planning. He helps clients understand the tax consequences of their choices — from trust funding to withdrawal sequencing — so plans stay efficient over the long run.
Certified Estate Planner
Nathaniel guides clients through the planning and funding process, coordinating documents, titling, and beneficiary designations so nothing is left unfinished once the plan is signed.
Schedule your complimentary, no-obligation consultation today.
