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CFS Services

At CFS we provide independent, unbiased advice and results in the following service areas:

Private Wealth Management

  • Fee-Based Investment Advisory 
  • Fee-Based Financial Planning
  • Concierge and Family CFO Services
  • Brokerage Accounts
  • 401k Investment Management
  • Traditional and Roth IRA's
  • Education Planning (529's)
  • Equities and Fixed Income 
  • Alternative Investments
  • Private Equity
  • Limited Partnerships
  • Debt Management 
  • Retirement Distribution Planning
  • Tax and Accounting Planning
  • Real Estate and 1031 Exchange Consulting

Estate Planning

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance/Medicare
  • Annuities
  • Trust Funding
  • Trust Services
  • Revocable Trusts
  • Irrevocable Trusts
  • ILIT's 
  • Grantor Remainder Annuity Trusts
  • Charitable Planning
  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Trusts

Corporate Strategies

  • Employee Benefits
  • Retirement and Pension Plans
  • Executive Compensation
  • ESOP's
  • Deferred Compensation Plans
  • Key Person Insurance
  • Buy/Sell Succession Planning
  • Tax Efficient Exit Planning
  • Strategic Advisory
  • Transaction Preparation
  • Corporate Tax Planning
  • Corporate Consulting Services
  • Debt and Equity Financing
  • Property & Casualty Insurance
  • Employee Education Seminars