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Financial Planning

At CFS, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

At CFS, we seek to provide professional advice to our clients in various aspects of the financial planning process. It is our goal to educate our clients first and foremost prior to any investment decision that is made. We strive for a long-term relationship with our clients and hope that this relationship can pass through to the next generation. We strongly recommend that we coordinate your plan with your accountant and attorney, thereby forming a team of professionals working on your behalf. This enhances the process and keeps all parties abreast of the changes. No matter where you are in your financial journey, we endeavor to take you to the next level.


Our Services Include:

  • Financial and Wealth Advisory Services
  • Investment Planning/Investment Analysis
  • Retirement savings
  • Educational savings
  • Insurance needs (Risk Management)
  • Estate and Inter-generational planning
  • Tax planning
  • Qualified Retirement plan programs