Secure Your Future

Trust Our Difference

Secure Your Future

Trust Our Difference

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Business & Personal Financial Insights

Our Purpose

We help you discover proven solutions vital to plan and invest right for your needs and wishes. Together, we’ll make changes along the way so you can maintain a sustainable path to financial security. Every strategy is customized with evidence-based research and careful attention to protect your wealth, because our sole focus is to help you achieve your goals with safety.

Our Difference

It’s simple and straightforward. We take time to learn what’s important to you, design a sensible strategy for your needs, and translate your plan into plain English in as much or as little detail as you like. Our job is to ensure you have clarity, comfort, and confidence in your future.

YOur Advantages

How We Work

Our true independence is always working in your best interest to deliver effective results. Our unique structure is superior to 85-90% of industry practices; we’re free from in-house sales quotas, shareholder interests, and divided loyalties that dilute your wealth.

How We Think

Stewarding your wealth is our privilege and responsibility. We’ll simplify your planning, working in concert with your professional team. Our fees are discussed and disclosed clearly in writing. It’s only right you know how every dollar is allocated on your behalf.  

How We Deliver

Work directly with an owner skilled in helping business owners and individuals make key financial decisions. All plans are carefully crafted to fit your needs. No boilerplate remedies; no 1-800 menus; all client calls/emails returned within 24 hours.

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With these fiduciary principles we pledge to earn your trust, help you prepare for the road ahead, and preserve your lifestyle and legacy.

Issues we help you solve

Sustainable Income

Find the right balance between income, growth, and preserving capital, so you can safely target maximum retirement spending. Our holistic approach integrates investment and withdrawal strategies with tax efficiency. 

Retirement Plans

Compliant, cost-effective plan designs for your needs. Owner-focused plans target tax benefits, key employee incentives, and succession planning. Employee-focused plans target education and retirement readiness.

Business Exit & Succession

We help coordinate information with your tax and legal advisers; and identify gaps that could harm your lifestyle and legacy. Ensure your wealth is protected and you’re prepared to secure your future. 

Our Services

True, Independent, Fiduciary Advice

No Hype, No Gimmicks, No Hidden Agenda

The Difference Matters

Meet THE TEAM

We help you plan and invest with confidence.

Jerry Matecun, MBA, CBA, AIF®
Jerry Matecun, MBA, CBA, AIF®

Founder, President

Jerry founded CVA to help clients learn how to plan, build and protect their wealth. His financial expertise spans over 25 years.

Mary Boone
Mary Boone

Client Services

Mary has more than 10 years of Client Service experience in the financial services industry. 

FEATURED Articles

“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”

-Einstein