Our Process & Products
Our Process & Products
The C2 Financial Team is here to make things easier for you, our client.
How We Work
Our simple 3-step process allows us to get to know you and your financial goals before working on a custom plan to suit your needs.

The first step is to sit down and talk so that we can get a feel for where you are in your financial journey, as well as where you want to be in the future.

We will tailor a custom plan for your income and goals and discuss the steps needed to make your personal plan come to life.

The perk of working with a financial planner is that we will keep an eye on your account and monitor the performance, with annual reviews to keep you in-the-know.
Our Financial Products

Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities

Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or give us a call. We would welcome the opportunity to speak with you.
larry.cannaday@lpl.com | (903) 577-7086
david@c2financialadvisors.com | (903) 293-4048