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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help. 

WHEREVER YOU GO...PLAN TO LIVE LIFE TO THE FULLEST

CFS Wealth Advisors offer world-class retirement planning and investment advice to help you go where you have always wanted. 

In a busy world, you need a financial professional who cares. You are busy. Too busy, in fact, to plan your financial future. You need someone who can save you time, someone who cares about your financial well-being; someone you can count on to do the research, explore your options, and provide simple, effective solutions. Gregg Smith and his team are financial advisors who can do that for you.

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What We Do

Retirement Planning

Retirement Planning

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Investments

Investments

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Tax Planning & Preparation

Tax Planning & Preparation

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Comprehensive Financial & Estate Planning

Comprehensive Financial & Estate Planning

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Insurance Planning & Needs Analysis

Insurance Planning & Needs Analysis

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College Planning & Funding

College Planning & Funding

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