Financial Services for the Peoria Area
CMFS Group in Morton, Illinois is where you’ll find a wealth of information that will help guide you through your financial endeavors. We help our clients create peace of mind by guiding them through the rough waters of making sound financial decisions for now and their families future. Feel free to use our many resources we offer including articles, research and our easy to use financial calculators.
We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage and enjoy the many resources we offer. With the constant changing of different aspects in the financial and investment world we wouldn’t want you to miss any new or changing trends, so we invite you to visit us at our offices in Morton Illinois or fill out our easy to use form to get even more information. Thank you for visiting CMFS Group Inc. We proudly serve all of Peoria and the surrounding area.
Here is our Mission:
MISSION STATEMENT “Our Mission is to provide our clients with solid, timely information and direction that will give them the best opportunity for financial success. Most importantly, our objective is to establish a trusted, long-term relationship with our clients.”
Many firms specialize in one or two areas of financial planning. The competence, knowledge and expertise of our staff at CMFS Group, Inc. allows us to specialize in all areas of the financial planning spectrum. Whether you are trying to determine the best way to take a lump-sum distribution or establish a 401(k) plan for your employees, we have the professionals to do the job. We also assist in retirement and estate planning. Financial planning can be complex and confusing at times. It is our responsibility to take the mystery out of investing. We accomplish this by explaining in layman’s terms how rewarding opportunities as well as potential risks could affect your financial plan.
*All investments and securities available through Geneos Wealth Management, Inc. Member FINRA/SIPC are not insured by the FINRA, SIPC nor are they obligations of, or guaranteed by, Geneos Wealth Management, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including the loss of some or all of the principal.