Sophisticated. Not Complicated.TM
Welcome to CFS Investment Advisory Services
As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence, and integrity to match your own achievements and goals.
CFS Investment Advisory Services LLC (CFS) will help you understand and control your finances and free you to pursue your dreams and aspirations. CFS stands for Common Financial Sense, a philosophy that embraces sophistication without complication.
You will work with dedicated financial advisors who listen, understand, and care deeply about helping you make your dreams come true. We call it the CFS Standard of Care; you will call it the freedom to enjoy your life without worrying about your finances.
CFS is a fee-based firm that offers two primary areas of expertise:
- Private wealth management for individuals, families, and business owners.
- 401(k) and retirement plan management for corporations and nonprofit organizations.
Please click on either link for more information.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The uncertainties we face in retirement can erode our sense of confidence.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?