Our Process

Listening to your life experiences, goals and desires, and what keeps you up at night - we want to hear your story. This insight allows us to develop a financial and investment plan that is as unique as you are.

Delivery of comprehensive strategies that address all aspects of your financial life. Seasoned experience and depth of knowledge is what sets CFS apart. Our holistic approach means we’ve looked at all angles.

Coordination with your attorney and CPA allows us to form your financial team with a focus on saving you time and money. We also have a wide referral network for those clients looking for top-notch professionals.

Monitoring your plan along the way means we stay connected. We have seen a lot and have coached families through virtually all the transitions that occur in life. At CFS we continually evaluate your portfolio and financial plan. As your needs change, we make the necessary adjustments towards a successful path.

Your best interests always come first. We are investment fiduciaries. No product quotas or Wall Street pressure. Just objective professional advice, every time.