Developing the right financial strategy and making the right financial choices for your future can be overwhelming. At CFS Investments, Inc. (CFSI), we understand and make financial planning and investing easier for you through a service relationship with LPL Financial, member FINRA, SIPC, one of the nation's leading providers of financial products through financial institutions.
When you visit CFSI at your local Synergy Bank branch, an LPL Financial Registered Representative will begin by discussing your personal financial situation and objectives. Whether you're looking to plan for your retirement, save for your child's college education or increase your investment income, the objective is to help you achieve your financial goals. LPL Financial provides you with convenient access to a wide range of products and services - including financial planning, asset allocation, mutual funds, annuities, brokerage and insurance services.
During your initial consultation, questions will be asked and your needs will be listened to closely. Then, a financial strategy will be developed based on your personal needs, using the following steps:
- Identify your short and long term goals
- Understand your current financial situation
- Discuss your tolerance for risk
- Establish a schedule to review your strategy, either annually or more often if your financial needs change
Nearly everyone can benefit from financial planning services. Purchasing a home, getting married, graduating from college, having children, retiring - any milestone in life means changes in your financial circumstances, and a time when you could benefit from professional financial planning. That is why CFS Investments, Inc. chose LPL Financial to help you with:
- Retirement Planning to maintain your lifestyle throughout retirement.
- Education Planning to provide a college education for your children or grandchildren.
- Estate Planning to provide financial security for your family.
- Asset Allocation to help maximize your portfolio with customized strategic investing tailored to your unique goals.
- Tax Planning Strategies to help reduce the impact taxes can have on your investments.
- Investments for Income Generation to help supplement your current or retirement income.
- Life Insurance Planning Services to help provide financial peace of mind for you and your family.
- Long Term Care Insurance Planning to maintain your financial independence should you become unable to care for yourself.
If you are interested in finding out more about the services offered by LPL Financial, please call (800) 322-7254.
Securities and Insurance products offered through LPL Financial and its affiliates, a Registered Investment Advisor, member FINRA / SIPC . New York Community Bank, New York Commercial Bank and CFS Investments, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.
| Not FDIC Insured | No Bank Guarantee | Not a Deposit |
| May Go Down In Value | Not Insured by Any Federal Government Agency |
Important Customer Information:
This site is for U.S. residents only. The services offered within this section are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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