Ready. Set. Save.
CFS Group, Inc. believes the financial decisions you make today will impact lifestyle decisions you may have to make tomorrow. That’s why starting a savings plan is the first step to pursuing your financial future. CFS Group, Inc. will provide a personalized focus on your savings goals, allowing us to work together in creating a plan that fits you. Whether you are just starting your plan or have accumulated a lifetime of saving, we will be there every step of the way.
Our Financial Consultants’ Approach to Your Personalized Plan
Step 1
ASSESSING YOUR NEEDS & FINANCES
Our Financial Consultants begin by getting to know you. They complete a profile that helps them understand your current financial situation and goals.
Step 2
PREPARING YOUR PLAN
With your goals and current financial picture in mind, our Financial Consultants review your finances and develop a plan of action, which includes strategies and recommendations to address your needs.
Step 3
IMPLEMENTING & MONITORING YOUR PLAN
Once you select the most suitable approach, our Financial Consultants put your plan into action. They then maintain communication with you to monitor your strategy and make adjustments when needed.