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.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
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Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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