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.

Our Process

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.

Our Values

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

Our History

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

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<br/>

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

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


CONTACT US