Our Services
You’ve worked hard for what you have. Now you want a clear picture of how it all fits together so that nothing important slips through the cracks.
That’s why we built the CFS Solutions360 Plan, a comprehensive approach to your financial life that leaves no piece out. The “360” says it all — we bring your taxes, income, investments, legacy and health needs into one strategy.
Tax Strategies
Taxes can quietly eat away at your retirement savings if left unchecked. We help you keep more of what you’ve earned by building tax-efficient strategies into every stage of your plan. We look for smart ways to lower what you owe so your money works harder for you and lasts longer.
Health/Long-Term Care & Life Insurance
Unexpected health costs are one of the biggest threats to a retirement. We help you prepare for them so a medical event doesn’t derail the future you’ve worked hard to build. Through life insurance and long-term care planning, we put protections in place that shield your savings and ease the burden on your loved ones.
Legacy/Wealth Transfer
The wealth you’ve built can do more than support you — it can carry your values to the next generation. We help you create a clear plan for passing on your wealth with as little lost to taxes, delays or confusion as possible. We work alongside attorneys and tax professionals to make sure your legacy reaches the people and causes you care about.
Investment Risk & Growth
We help you find the right balance between growing your wealth and preserving it with an investment strategy that accommodates your goals, timeline and comfort with risk. As your situation evolves, we’ll adjust your approach so your money can keep growing while still guarding against the market swings.
Income/Social Security Planning
A steady income is the heart of a confident retirement. We help you turn your savings and benefits into reliable, lasting income so you can answer the big question: “Will my money last?” We’ll build a plan designed to give you a dependable paycheck throughout retirement.
When these five areas work together, you stop guessing and start moving forward with a plan that fits your life. Let’s talk about what your CFS Solutions360 Plan could look like.
Let us be your guide.
We have partnered with the Medicare professionals at AE Medicare Solutions. They are ready to help answer your questions and guide you as you make decisions about health coverage to help meet your needs and budget.
Our mission is to help you navigate the world of Medicare and craft a strategy that's designed to answer some of Medicare's most pressing questions, such as below:
How could my income affect my monthly Medicare premiums?
Do I need to sign up for Medicare Part A and B if I'm still working?
How can private insurance help me with the costs of Medicare?
How do I avoid the coverage gap with Medicare Part D prescription drug plans?
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