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.

Watch our video on the difference between a broker and a fiduciary.

 


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Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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