We Can Guide You To Financial Peace Of Mind

We do fee-only financial planning & investing for today's professionals

Let's Get Started

Need Help Getting Your Finances Going/Optimized?

Put our team on your team

Let's Get Started

Have An Old 401k/403b/TSP?

Transfer it to us for our expertise

Learn What We Can Do For You

Need Steady Income In Retirement?

Create your own income stream instead of handing your money to an insurance company for a complicated annuity

Let Us Show You How

Advanced Investing Strategies

We can help you with stock options, private equity placements, charitable giving trusts and more

See What We Can Do For You

Too Much Cash In The Bank Earning Too Little?

We help our clients with high-yield savings solutions beyond the $250K FICA limit

Learn About CF Cash Solutions

Of the 250,000+ financial advisers in the United States, we are part of a select group who can call themselves truly independent FIDUCIARIES. We provide strategic financial advice where your needs are the only factors that influence our decisions.

Today's Financial Concerns

A few stories to learn how we have helped others achieve financial success.

What We Can Do For You

Retirement Planning

We can help you carefully consider your financial strategy for retirement

College Planning

Our experts will walk you through the advantages of all types of college savings program options

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How to Get Started?

To be an effective partner, we need to know you and your goals

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…