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

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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