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425 Memorial Drive, P.O. Box 320, Greenville, OH 45331-0320

(937) 548-5035
terry.may@cfdinvestments.com
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Your Local Financial Planning Team in Greenville, OH
Financial Guidance for Overwhelmed Minds 

We reduce anxiety in successful professionals by providing
them with financial roadmaps and investment management, enabling them to achieve a work-optional lifestyle

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What We Do
Planning That Fits You

Your financial journey shouldn’t add to your stress. That’s why we adapt our meetings to your needs—whether you prefer shorter check-ins, flexible scheduling, virtual conversations, or in-person discussions. Our space is always judgment-free, private, and focused on helping you feel comfortable and supported every step of the way.

Our Solutions
Planning for When Life Gets Financially Complicated

Start Planning for Your Future

Portfolio Management

We'll help you build a portfolio that matches your goals and comfort level — and we'll keep an eye on it so you're not stressing over every headline.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Risk Management

Stuff happens. We'll help you spot the areas where your plan might be vulnerable and build in some flexibility for life's surprises.

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Estate Strategy

It's not the most fun topic, but it's an important one. We'll work with you and your legal team to make sure your wishes are clearly mapped out. box-empty

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Life Insurance

Life insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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HNW Client Guidance

More wealth usually means more moving parts. We help high-net-worth clients cut through the complexity and focus on what really matters. box-empty

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Extended Care Strategies

Long-term care is easy to push to the back burner. We'll help you explore your options now so it doesn't catch you off guard later. box-empty

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Small Business Guidance

If you own a business, your personal and business finances are intertwined. We'll help you get both on the same page.

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Social Security Strategies

When you claim Social Security and how you do it can make a real difference. We'll walk you through the scenarios so you can decide what's right for you. box-empty

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Cash Flow Analysis

Before we plan for the future, let's understand the present. We'll help you get a clear picture of where your money is going — and where it could be going. box-empty

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Education Strategies

Saving for education is a big priority for a lot of families. We'll help you explore your options without throwing your other goals off track.

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Charitable Giving

Want to give back to a cause you care about? We'll help you do it in a way that's smart for your finances too.

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Special Needs Trust

If you're planning for a loved one with special needs, we'll help you navigate the details with the care and attention your family deserves. box-empty

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Financial Education

We want you to understand your money, not just hand it over. We'll keep you informed and involved every step of the way.

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Debt Management

Debt doesn't define your future. We'll help you build a plan to manage it while still making progress on the things that matter.

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About Our Firm
We’re With You for Every Step of Your Investment Journey

From your very first investment to building long-term strategies and eventually drawing from your retirement savings, we walk alongside you at every stage. Our role is to simplify the complex, offer clear guidance, and provide the confidence that you’re never navigating your financial future alone.

Our Process
Here's What It's Like to Work Together

No complicated onboarding or long sales pitches. Just a simple, three-step process that starts with a real conversation.

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.

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Our Resources
Recent Highlights

We share articles and insights to help you think about money and life in new ways. Take a look at what's been on our minds lately.

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Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
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Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Us

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

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