"We care about people, not just portfolios"

CONNECT

Address:

953 Mount Hermon Rd. | Suite 101
Salisbury, MD 21804

Phone:

410-546-0911

Fax/Other:

410-543-2759

Wealth Management Solutions

CFS Wealth Management Solutions has helped clients achieve their financial goals for over 20 years.  We understand that every client is unique and that communication is key!

 
  • Investment Planning
  • Retirement Planning Strategies
  • College Planning & Preparation
  • Estate & Trust Coordination
  • Detailed Financial Planning
  • Comprehensive Insurance Solutions

 

  • Cash Flow Analysis & Budgeting
  • Tax Planning Strategies
  • Create Income Distrubution Plans
  • Perform Peridoic Reviews
  • Daily Investment Monitoring
  • Long-Term Care Solutions
 

Scheduled outreach includes Regular Planning Reviews, check-ins, Ongoing Education Opportunities and our in-formative Monthly Market Financial Webcasts. You can also count on a response with 24 hours whenever you con-tact us with a question or concern!

 

Our annual advisory fees are calculated as a percentage of assets under management; not on sales or commissions.  That means that our success is aligned directly with our clients success.  Our commitment is to you and not to any particular investment product.