Your Goals / Our Services
Personalized Financial Strategies
for Every Stage of Life
At Community Financial Services Group, we believe cookie-cutter solutions to today’s complex financial issues are unacceptable. We start with your objectives and then develop unique and personalized financial plans to help you reach your multigenerational wealth goals. Our clients are families and business owners across the United States. We have no minimums and we work with clients wherever they are at in their financial journey, with the goal of taking you to your next level of financial growth as well as stability. Whether you haven’t saved much yet, or you have amassed considerable assets already, we are here for you.
Our clients include pro athletes, people getting ready to retire, entertainers, entrepreneurs, construction contractors, young families, and many, many more. We use a team approach, and have attorneys right across the street, CPAs and tax professionals close by to help analyze the tax ramifications of every decision, bank products including trusts, loans and deposit options, Medicare specialists, life insurance analysts, asset consultants for large purchases, voluntary benefit specialists, and more. Our team encompasses nearly every subject matter expert you could need. We can also partner with your team if you have current relationships established.
Wealth Management
Taking time to learn what’s important to you and applying a thoughtful understanding of life’s unique challenges is critical to long term wealth and investment planning. We take a consultative approach to investing and building wealth for our clients. Your investment plan will be designed specifically for you, and our sole focus is the achievement of your financial goals.
Preparing for Retirement
Life often gets in the way of retirement planning but taking a little time now can make a huge difference later. Sometimes it’s hard to know where to start. Together, we can make a plan to help get you on track to live the life you want when you retire, considering risks you may face, and strategies that may help address longevity risk and reduce exposure to market volatility, depending on the products and solutions selected. We’ll also help you address taxation in retirement, and in conjunction with tax professionals, analyze ways you may be able to reduce taxes for the long-term.
Paying for Education
Since the cost of a college education continues to rise, the earlier you start saving for your children’s education the better. Giving your kids the opportunity to attend college is a dream held by many and achieving this financial goal can be absolutely attainable with a little bit of planning. Let us help you engineer a strategy that works for you.
Leaving a Legacy
Your legacy includes more than simply leaving tax-advantaged assets for the next generation. Your legacy is the unique stamp you put on your family’s future. Thoughtful planning is an essential part of leaving a meaningful legacy and may include the development of your estate plan as well as the use of life insurance, disability insurance and long-term care coverage. We’ll help by building a protective fence around your assets in conjunction with estate attorneys.
Business Planning
At Community Financial Services Group, we work with business owners as their companies grow to address today’s needs as well as help plan for their future. Whether it involves your employee benefits, executive planning or something as important as succession planning, we’ll work with you to help maximize the value of your staff and your business.
Preparing for the Unexpected
No matter what stage of life or situation you are in, unforeseen events can happen to anyone, which is why it’s important to be prepared for the unexpected. Risk management services can help. We work with you to identify the main risks and a strategy for handling them in the unwelcome event that you have to. The right insurance can help shift risk away from you and over to insurance companies in order to protect your family’s finances for the long-term. As an independent firm, we have access to hundreds of solutions from dozens of financial institutions.
And any other goals you may have.
Whatever your financial dreams are, we can help you create a plan to achieve them. Whether you are considering a major purchase, coming into new wealth, getting close to retirement, or you just want to prepare for whatever your future holds, we’re here for you. We just want to serve you. When you talk, we listen.
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Our Team Approach
We employ a team strategy which draws upon many subject matter experts, because we believe that many minds are better than one. Each discipline brings additional considerations to the table on your behalf. We work in conjunction with many professionals, either bringing our network of professional partnerships onboard, or working collectively with your established relationships. We think you get better results with a team rather than a solo approach so that all of your financial concerns are addressed in a comprehensive manner.
- Tax Attorneys & CPAs
- Personal Banking & Services
- Group Benefits Specialists
- Real Estate & Mortgage Consultants
- Large Purchase Consultants
- Wealth Management Professionals
