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Products & Services

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 can work to coordinate a 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.

Our Services Include:

  • Financial Planning and Advisory Services
  • Investment Planning/Investment Analysis
  • Tax Planning
  • Qualified Retirement Plan Programs
  • Retirement Planning
  • Estate Planning
  • Educational Planning and Solutions
  • Inter-generational Planning
  • Risk Management (Insurance Planning)
  • Life and Long Term Care Insurance