Our Firm

CFS is a full service, independent financial planning firm. We help our clients find the most suitable strategies to reach their financial goals. This could be as simple as purchasing term insurance or a mutual fund... or as complex as a sophisticated estate plan.

After carefully listening to our client's specific needs, we offer strategies that are clearly explained, justified and objective. Contact us today with questions you may have about your financial situation. We're here to help.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money.