Mission Statement:

CFS strives to be a trusted resource to help enable our clients - Individuals and Businesses - work toward their financial goals through sound advice and appropriate products.

CFS Approach:

As our name suggests "Comprehensive Financial Strategies", our approach is comprehensive. we start with a thorough fact finding, extensive analysis, and the proper recommendation.

Our focus is the client. To serve them right, CFS has contracted with highly respected insurance and investment companies to provide a variety of products to suit any need.

In maintaining the theme of the comprehensive approach, CFS has created strategic alliances with professionals such as Attorneys, Certified Public Accountants, Property & Casualty, and Investment Specialists.

Whatever the situation, CFS can assemble a team of professionals to help you resolve it -

  • Family Financial Planning
  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Employee Benefit Packages

Leave it to the CFS to assemble the team that your situation requires to reach your goals