Financial Services in MD, DC and VA provided by C.F. SERVICES GROUP, INC.

Financial planning is about more than money!

Financial planning is about more than money!  It's about you!  Financial planning is about your wants, your needs, your goals, your hopes and your dreams!  Len Cohen founded CF Services Group, Inc. in 1981 with one prevailing philosophy - everything we do is centered around you!  Financial planning is not just about the numbers, it's about what matters most to you.  It's about helping you plan for the future.  We employ the same philosophy in all of the services we provide.

Since 1981, CF Services Group, Inc. has provided exceptional financial services to families and small businesses in the Washington, DC metropolitan area.  Len is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter designee (CLU) and Accredited Estate Planner with over 25 years experience.  CF Services Group, Inc. is made up of an experienced team dedicated to providing service on a one-to-one basis.  All of our services are custom designed for your unique requirements.

 


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Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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