Services
Our clients rely on us to help build and protect their wealth. It is our job to do so professionally, ethically, and at a fair cost.
Our clients trust us. We must do everything in our power to preserve that trust. Every client interaction is an opportunity to prove we are worthy of being called their Trusted Advisor.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
CFN is a comprehensive wealth management firm. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We offer a broad spectrum of integrated solutions for our clients, including:
- comprehensive financial planning
- single financial matter recommendations
- investment advisory services
- investment policy statements
- asset allocation strategies
- current asset holding review
- estate and gift tax planning
- retirement planning
- educational and college planning
- income tax planning and tax strategies
- insurance needs and product assessments (life insurance, long-term care, disability)
- corporate benefits plan review and design
- risk management
- financial plan implementation