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Blog

Business Owners’ Personal and Family Security Risks

Oct 21, 2020
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it...
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How to Plan Long-Term Care Before You Need It

Oct 14, 2020
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning...
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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Oct 7, 2020
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance...
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Infographic: The Importance of Financial Goals

Sep 30, 2020
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Do Spouses Need the Same Amount of Life Insurance?

Sep 23, 2020
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due...
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Using the FIRE Movement to Gain Financial Independence

Sep 16, 2020
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people...
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Sep 2, 2020
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when...
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Retiring as a Small Business Owner

Aug 26, 2020
There are over 30 million small businesses in the United States. Many people start their own businesses in order to...
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Ups and Downs of Online-Only Banking

Aug 19, 2020
The digital world has transformed professional industries in unique ways that prior to internet access would have been...
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Do You Still Need Life Insurance When You Retire?

Aug 12, 2020
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
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How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Aug 5, 2020
A big mistake many professionals make with disability insurance coverage is that they take what is offered, and then buy...
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4 Education Investment Accounts to Grow College Savings

Jul 29, 2020
Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • About Us
    • Our Team
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    • Our Philosophy
  • How We Help
    • Business Owners
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    • Individuals
  • Product and Services
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    • Insurance
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  • Client Portal
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204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

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