CMC FINANCIAL GROUP, LLC
VALRICO, FLORIDA

About CMC Financial Group CMC Financial Group is THE “go to” agency for thoughtful, clarifying financial solutions for our clients who desire to find success and meaning with their wealth through more efficient use of their money. We specialize in out-of-the-box thinking for providing retirement and protection strategies that help fulfill lifelong dreams, no matter where our clients are in their journey of life – empty nesters, pre-retirees, families with disabled loved ones, executives and professionals, or those just beginning their journey into adulthood. It is our objective to collaborate with our clients on a plan to free them from financial struggle through savings, distribution of those savings and minimizing risk. We want our clients to keep their money. is an independent financial professional who has lived and worked in the greater Brandon area for the past 12 years. She utilizes a team approach working alongside other professionals such as Estate and Elder Law attorneys and CPA’s in the establishment of retirement strategies. She specializes in succession planning, small business planning, life insurance, disability income, long term care, retirement plans, and assisting families who have members with special needs. Celeste is a producing general agent affiliated with Ohio National Financial Services. She is a member of the National Association of Insurance and Financial Advisors and an Ambassador for Business Networking International. She recently published “Reaching the Special Needs Community” in “National Underwriter Life and Health”, August, 2014. She is licensed in Florida, Rhode Island, Michigan, and Texas. CMC Financial Group CMC Financial Group offers peace of mind financial planning in Tampa for your various life stages. CMC Financial Group is an independent insurance agency specializing in life insurance in the Tampa Metro area. In addition to life insurance, we also offer succession planning, disability income insurance, long term care insurance, retirement income products, small business planning, employee benefit programs, variable annuities, mutual funds and assisting families who have members with special needs. We at CMC Financial Group whole heartedly believe that there is more to be gained by avoiding losses than by picking apparent winners. We collaborate with our clients to be able to recognize areas of risk and loss and then help provide them a path to minimize those losses. We create a passionate environment that is aligned with our core beliefs. We help our clients find success and meaning within their wealth. Our clients are actively engaged in their financial destiny and seek understanding and guidance throughout the various phases of life. We offer services to a vast array of clients and families, empty nesters, pre-retirees, families with disabled loved ones, executives and professionals, and those just beginning their journey into adulthood. While these clients may seem varied, the singular thread among them is the premise that they realize that in order to achieve their financial goals, they must actively participate in the creation of their futures. Contact CMC Financial Group We want to hear from you! Contact CMC Financial Group. We would love the opportunity to meet to discuss your family’s life insurance, special need’s planning or retirement and protection strategies to help fulfill lifelong dreams, no matter where you are in your journey of life. Your pathway to financial freedom is just a phone call or email away!