Sophisticated. Not Complicated.SM
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.
Recent Awards & Recognition
These prestigious awards are a direct reflection of CFS’s hard work, dedication, expertise and ethics on behalf of our clients. Thank you for allowing us to be your trusted source of continued guidance. It is our privilege to celebrate these accomplishments together with you.
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Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Don’t overlook the need for renter’s insurance if you rent your home.
Six overlooked tax deductions to help manage your tax bill.
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five phases to changing unhealthy behaviors.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?