Why You Should Use A CFS

The CFS designee's mission is to gain a complete understanding of your goals and objectives. The CFS will help identify and develop the strategies, techniques and vehicles that best cater to your needs.

The process used by the CFS involves data gathering as well as advanced knowledge of over three dozen investment categories, domestic and foreign integration, performance and risk evaluation, asset allocation, modern portfolio theory and post-MPT theory, realistic expectations, tax efficiency and retirement plans. The CFS can also help you establich and monitor a financial plan utilizing basic and advanced strategies.

The CFS Advisor:

  • Pledges to put your interest above all else.
  • Keeps abreast of industry standards, new strategies and legislation.
  • Conducts all activities with the highest standards of integrity and honesty.
  • Performs investment services in a competent and economical manner.
  • Offers advice only in areas in which he or she has competence.
  • Uses the "CFS" marks in compliance with FINRA and IBF.