Personalized service — peace of mind.

Financial Planning Bloomington/Normal

CMFS Group, Inc. offers a wide range of financial services for individuals and businesses in the Bloomington/Normal Illinois area. Our team begins with an in-depth, individualized evaluation of the client’s financial situation, including their unique financial needs and objectives. Then we develop a specific customized financial plan to meet those objectives.

Financial Services Offered For Individuals

CMFS offers several financial service options for Bloomington/Normal families, depending upon their needs and objectives.

Complimentary Financial Planning/Portfolio Evaluation

CMFS Group Inc. begins the planning process with an in-depth, individualized evaluation of your financial situation, including an assessment of your time horizon and risk tolerance.

Financial Planning

Once we have determined the overall objectives, a specific financial plan is developed that will meet your goals. Depending on your individual life events and objectives, such as getting married or saving for a house down payment, we develop specific plans that meet your individual needs. For further information, go to Financial Planning.

College Savings

With the rising costs of college, it’s never too early to get started on your college savings plan. CMFS Group Inc. will introduce you to available options and determine the appropriate tools to put you on the right path toward your child’s success.  For further information, go to College Savings.

Retirement Planning

The process of forming a retirement plan differs for different people based on their age and their general current financial situation. Your CMFS Group financial adviser will be able to take stock of your current finances and help you come up with a plan for retirement savings so you have the necessary steps to make your money last throughout your retirement. For further information, go to Retirement Planning.

Financial Services Offered for Businesses

CMFS also offers financial advice and services to businesses in Bloomington/Normal, IL, including several complimentary services.

Complimentary Services

  • Retirement Plan Evaluation
  • Health Care Evaluation
  • Group Disability Evaluation
  • Group Life Evaluation

Retirement Plan Set-Up and Administration

We also offer services to help you set up and administer a retirement plan for you and your employees.

Contact Us for Individual and Business Financial Planning in Peoria/Bloomington

Our team of financial planners is prepared to help you find your ideal financial path. The sooner you get started planning and managing your finances, the sooner you can reach your financial goals. Contact us to start taking control of your finances today.

WordPress Video Lightbox