FINANCIAL SERVICES

financial services morton and peoria, ilCMFS Group, Inc. has been helping families in the Peoria Illinois area for over 2 decades reach their financial and retirement goals, our team will begin the money management process with an in-depth, individualized evaluation of the client’s financial situation. We understand that each person has unique and individualized financial needs and goals. That is why we will work with you to learn what your specific goals are. Once we have determined the overall objectives, a specific customized financial plan is developed that will meet those objectives. CMFS Group, Inc. offers a wide range of financial, retirement and pension planning services using a diverse and proven group of financial products and fund companies. Please refer to “Our Links” to visit the various websites for fund and account information.

Services Offered For Individuals:

    • Complimentary Financial Planning/Portfolio Evaluation
    • Lump-Sum Distributions and Rollovers
    • IRA and Retirement Planning
    • Stock Option Consulting
    • Pension Protection and Maximization
    • Tax-Advantaged Investing
    • Estate Protection Planning
    • Trust Development
    • Income Maximization
    • 401K Planning
    • 403(b) Planning
    • Complimentary Early Retirement Evaluation
    • Roth IRA
    • Insurance Evaluations
    • Certificate of Deposit Alternatives

Services Offered For Employers:

  • Retirement Plan Set-Up and Administration
    • 401K
    • Profit Sharing
    • Defined Benefit
    • Defined Contribution
  • Following Services Are Complimentary
    • Retirement Plan Evaluation
    • Health Care Evaluation
    • Group Disability Evaluation
    • Group Life Evaluation

The above services are all different ways that our team of financial planners can help you find your ideal financial path. The sooner that you get started planning and managing your finances, the sooner that you can reach your financial goals. Start taking control of your finances today.

If you are looking for an experienced and certified team of financial planners, contact us by calling, visiting our Morton, IL location, or filling out the form below. 

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