Investments
Build a Diversified Portfolio
Your timeline and risk tolerance are two key factors in developing the right investment strategy. We’ll work with you to understand your preferences and explain your options so we can help build a diverse portfolio. Investment options to consider include:
- Mutual funds: choose from an array of professionally managed portfolios.
- Stocks: a higher-risk asset that provides direct partial ownership in a corporation.
- Bonds: loans made to corporations and governments who pay interest to the investor.
- Market-linked CD (MLCDs): CDs linked to the performance of a specific market index.
- Annuities: investments issued by insurance companies designed to provide guaranteed retirement income for a specified period of time.
- Managed accounts: use institutional managers to handle day-to-day investment decisions based on your risk tolerance and objectives.
Contact the CFS team to schedule a complimentary, no-obligation appointment.
Calculate How Much Your Investment Will Accumulate
Enter your investment information and we'll show you the impact of increased investment return, including the projected value and increase.
CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.