Guy Cumbie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cumbie Advisory Services, Inc. in Fort Worth, TX and the surrounding communities.
Cumbie Advisory Services provides independent, fee-for service, custom personal financial planning and investment management consulting services to a wide variety of private clients. Our client list includes a wide variety of mostly private clients. Guy Cumbie is certified as a generalist in financial planning and separately as a specialist in investment management analysis and consulting.
The single phrase that probably best captures the essence of our role in working with clients is "resource alignment specialists". That is, we assist our clients in optimally aligning their resources, including both financial and human capital, with what matters most to them.
Guy Cumbie has over 30 years of experience in retail financial services and has been certified and practicing as a financial planner since 1986. Mr. Cumbie is further specialty credentialed in the area of investment management consulting.
A leader in his field, Cumbie served as a founding director and is a past President of the Financial Planning Association, the organization that brings you this Planner Search tool.
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Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...
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