Personalized service — peace of mind.

Financial Planning Metamora, IL

financial planning metamora, il

Whether you are an individual or business in Metamora, IL, CMFS Group, Inc. offers a wide array of financial services. We begin by analyzing your business or individual needs and objectives and develop an individualized financial plan to meet those objectives. Our certified financial planners have expertise in retirement plans, investments, and many financial planning instruments.

Individual Financial Services Offered

CMFS offers a number of financial options for Metamora families, designed specifically to meet their individual needs and objectives.

Complimentary Financial Planning/Portfolio Evaluation

CMFS Group Inc. starts the financial planning process by offering an individualized evaluation of your finances, including an assessment of your point in life and tolerance for risk.

Financial Planning

After overall objectives are determined, we help you develop a specific financial plan to meet your unique goals. Depending on your family’s life events and objectives, including saving for a down-payment on a house or college education, we help you make plans that meet your specific needs. See Financial Planning for additional information.

College Savings

One of the biggest expenses a family faces is paying for college. The sooner the better to get started on a college savings plan for your children. CMFS Group Inc. will explain the options available and set you up on the best path toward your children’s success. See College Savings for additional information.

Retirement Planning

Planning for retirement depends upon your age and current financial situation. Your CMFS financial adviser, ferent people based on their age and their general current financial situation. Your CMFS Group financial advisor will take stock of your finances and help develop a plan for saving for retirement. You can be assured that you will have taken the steps you need to have enough money to last through your retirement years. See Retirement Planning, for further information.

Business Financial Services Offered

CMFS also offers business financial advisory services to business owners in Metamora, IL. Several of our services are complimentary.

Complimentary Services

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

Retirement Plan Set-Up and Administration

If you are planning to set up a retirement plan for your employees, we can help you set it up and administer it.

Contact CMFS for Financial Planning in Metamora

The CMFS team of financial planners is there to help you prepare the best financial plan for your needs. It is always better to start sooner than later in planning for your financial future.  Contact us to start taking control of your finances today.

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