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Blog

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Life Insurance and the Single Parent

Feb 3, 2021
Pat does not currently receive any financial support from another parent and there wouldn’t be any upon her death. Her...
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The Basics of Paycheck Protection Program Loans: Round Two

Jan 27, 2021
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses...
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Financial Planning for Newlyweds

Jan 20, 2021
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded...
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Pay Yourself First - The Holy Grail of Personal Finance

Jan 13, 2021
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard...
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How to Choose a Life Insurance Agent

Dec 30, 2020
Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably...
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Annuities and Retirement Planning

Dec 23, 2020
The growing demand for more predictability and security planning for retirement income has led an increasing number of...
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Should You Retire at the Same Time As Your Spouse?

Dec 16, 2020
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Understanding Exchange-Traded Funds

Dec 9, 2020
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar...
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How to Finance Your Dream Car

Dec 2, 2020
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation...
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Nov 25, 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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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Nov 18, 2020
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Two Seats on a Beach

Retiring as a Small Business Owner

Nov 11, 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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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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  • Product and Services
    • Asset Allocation
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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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