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

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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