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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A change in your mindset during retirement may drive changes to your portfolio.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
To choose a plan, it’s important to ask yourself four key questions.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.