Our Approach

To help you Sleep Well At Night (SWAN)

At CIA, our firm was founded with the priority to help you Sleep Well at Night (SWAN). We do that by helping you work toward your long-term financial goals and objectives in an effort to earn your confidence and trust along the way. We call this the SWAN approach. You may call it something else – a grandchild goes to college, retirement is secured, a new business takes shape, etc.