CM&M teach wealth strategies and complex topics like stocks, asset protection, target retirement and high yield interest-bearing accounts.
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We are a fee-only financial planning firm based in New Orleans. Our unique process helps people get clarity on their goals, and then guides them as they take the steps towards their ideal life.
Certified Financial Planning for women going through life changes. We assist clients in navigating major life transitions such as the death of a loved one, divorce, career shifts and going from saving for retirement to the need for strategic income planning in retirement. We provide comprehensive financial planning and guidance that incorporates concerns unique to women such as possible career breaks to care for loved ones, gender pay disparities, lifespan longevity and increased health care expenses in retirement.
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Our New Orleans financial advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Colonial Capital Consultants, LLC is a business funding and financial consulting firm dedicated to helping entrepreneurs and established business owners secure the capital they need to start, grow, and expand their companies. We provide access to a wide network of lenders and offer customized funding solutions, including credit-based business funding, revenue-based lending, lines of credit, equipment financing, and working capital. Our experienced team evaluates each client’s credit profile, business history, monthly revenue, and financial goals to identify the most suitable funding path. Whether a business needs $50,000, $100,000, $250,000, or more, Colonial Capital Consultants simplifies the funding process and connects qualified clients with competitive financing opportunities. Our mission is to help business owners overcome financial barriers, access capital, strengthen their businesses, and create long-term financial success.
