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.
Celeste Clancy is an independent financial professional who has lived and worked in the greater Brandon area for the past 13 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.
As a broker, Celeste has forged relationships with a myriad of financial carriers allowing her to be an advocate for her clients. She recently published author within the financial community, most recently authoring: “Reaching the Special Needs Community” in “National Underwriter Life and Health”. She is licensed in Florida, Indiana and North Carolina.
CMC Financial Group is passionate in celebrating the journey of growth of our clients’ financial wealth and is honored to participate in their creation of their futures.