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 L.L.C. (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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Estimate the total cost in today's dollars of various mortgage alternatives.
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Estimate your monthly and annual income from various IRA types.
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Determine your potential long-term care needs and how long your current assets might last.
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Use this calculator to better see the potential impact of compound interest on an asset.
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There are some key concepts to understand when investing for retirement
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Learn more about taxes, tax-favored investing, and tax strategies.
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The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Smart investors take the time to separate emotion from fact.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.