Financial Planning

Financial Planning

CF Services Group, Inc.'s founder, Len Cohen is a Certified Financial Planner™ Practitioner.  He is also a Financial Planner of Walnut Street Securities, Inc., and is able to offer Financial Planning as a service to our customers.  Financial Planning is a process, through which, you gain a better understanding of where you stand now financially, and a clearer picture of where you want to go.  But just as important, financial planning gives you a defined plan to put you in a position to achieve your long term financial goals.

Financial planning involves face-to-face interviews and data collection; an in-depth analysis of your current status and future goals; recommendations for strategies to reach your goals; and a review of the plan.  Financial planning is a lifelong process and is meant to be repeated on a periodic basis to review and make changes as needed due to the changing circumstances in your life.   

For more information on fee based financial planning, please click here.

Len Cohen is a registered representative and financial planner of and offers securities and financial planning services through Walnut Street Securities, Inc. (WSS), Member FINRA/SIPC.  CF Services Group, Inc. is a separate entity from WSS.

"WSS and its representatives do not offer tax and legal advice.  Please consult your tax or legal counsel for such advice.