Our Services

CMFS Group, Inc. begins 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. Once we have determined the overall objectives, a specific 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 the various web sites for fund and account information.




Services Offered For Individuals:

1. Complimentary Financial Planning/Portfolio Evaluation

2. Lump-Sum Distributions and Rollovers

3. IRA and Retirement Planning

4. Stock Option Consulting

5. Pension Protection and Maximization

6. Tax-Advantaged Investing

7. Estate Protection Planning

8. Trust Development

9. Income Maximization

10. 401(k) Planning

11. 403(b) Planning

12. Complimentary Early Retirement Evaluation

13. Roth IRA

14.  Insurance Evaluations

15.  Certificate of Deposit Alternatives




Services Offered For Employers:

1. Retirement Plan Set-Up and Administration

-401(k)

-Profit Sharing

-Defined Benefit

-Defined Contribution

Following Services Are Complimentary

2. Retirement Plan Evaluation

3. Health Care Evaluation

4. Group Disability Evaluation

5. Group Life Evaluation