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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Calculating your potential Social Security benefit is a three-step process.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the value of a home warranty.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.