Building Wealth Together...
When the markets seem volatile and confusing, even the most patient investors may come to question the wisdom of the investment plan they've been following.
If you already have a portfolio, come on in and have a cup of coffee and a second opinion. We will review it together and determine whether the level of risk inherent in your current investments is appropriate for you based on the level of risk you are comfortable with.
If together we conclude that your investments continue to be well-suited to your long-term goals we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you would like, we'll recommend some alternatives.
"A Cup of Coffee and
A Second Opinion"
Our Mission
Elevating Financial Success
Provide long-term financial planning and personalized services for families and small to medium-sized businesses, specializing in retirement plans and investment management to help clients achieve their financial goals.
By appointment, when you come in, we'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. We will look at all our services that fit your goals.
Client Focus
We prioritize understanding and meeting the unique needs of each client, whether it's managing a 401k, handling a rollover, or planning for long-term financial goals.
Personalized Service
Offering flexible, tailored solutions and works closely with clients through a personalized financial planning process, including reviewing goals and tracking progress.
Professional Guidance
Providing advice and investment recommendations to help clients navigate financial complexities and make informed decisions.
Goal Achievement
Our core aim is to help clients reach their personal and business financial aspirations, providing support and guidance along their financial journey.
Client Empowerment
By offering accessible information and a collaborative approach, we empower clients to feel comfortable and in control of their financial planning.
Financial Solutions
Discover Our Services
Retirement Plans & Rollovers
managing 401(k) and 403(b) retirement plans.
Investment Management
various sizes, from those with smaller education accounts to those with larger portfolios.
Long-Term Financial Planning
work with individuals and businesses to create long-term financial plans that are tailored to their specific goals.
Second Opinions
complimentary "second opinion" service for investors who are reevaluating their current plan, especially during confusing market conditions.
Meet our Talented Team
Dedicated Professional Financial Advisors
Talented Administrative Staff
Achieve financial security and work toward your long-term goals by safely managing and growing your money in a way you likely cannot do on your own.
Professional Team
Our experienced team of financial experts delivers high-quality services to meet your financial goals. We are dedicated to ensuring the best possible outcomes for our clients through expertise and commitment.
Independent and client-focused
As an independent practice, our loyalty is with our clients rather than a larger financial company. This structure allows us to be more flexible in the services we offer.
Quality over quantity
We intentionally limit the number of corporate retirement plan clients we serve to maintain a high level of personalized service.
As Investment Adviser representatives, we have a clear legal duty to put your best interest first. It’s called a fiduciary duty.
Personalized Service
The team works to help clients feel at ease and confident about their financial situation. A one-on-one relationship, where you will always work with the same advisor who maintains a small client base in order to provide great service, and is loyal to you.
Client Stories
Real Success Stories
Yes! Yes! Yes!! The staff is by far and the best in the market! Aaron and Rod are superb financial advisors! They take the time to explain to you what is happening with your money and are very honest! If you need help with your retirement account, severance packages or just wanting to start something, you definitely will NOT be disappointed with the service!
-- T
I have worked with all three of the investment specialists at CFS and can't say enough about their service. From the investment advice to the service at the front desk. The staff is Fantastic!
-- Jessica W.
Very informative, courteous and professional.
-- Joseph G.
