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How We Work

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



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 203-248-1972