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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Services for Business

The confidence in the relationship you have with your personal accounts now extends to your business. Let us help you set goals and plan for the future of your business. If you are looking for business services, insurance, or investment advice, Mainstreet through CFS is here to help.

Financial Planning

Retirement should be about enjoying yourself, not questioning your retirement plan. Our CFS advisors will provide you with the guidance and support you need to help take charge of your retirement.

Retirement Income Planning

Investing isn’t just about money – it’s about your future. Let us help you create the future you want for yourself and your family. Whether you’re an experienced investor or new to investing, w’re here to help you every step of the way.

Retirement Planning

Just like anything in life, everything is easier when it’s in one place – and your retirement accounts should be no different. Our CFS Financial Consultants will help to streamline your investments and seek out new opportunities for your journey through retirement.


Your life is impossible to replace. Life insurance can help provide you with peace of mind and help provide your family with financial stability and security when it matters most.


Education Planning

No matter your child’s age, it’s never too early to start planning for college. With our experience and guidance, we will help create the right plan to try to maximize your savings.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  913.261.0327