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Our Expertise 

Retirement & Financial Planning

Retirement & Financial Planning

Should I Retire? When can I retire? Can I retire when I want too?

Those are great questions that we can help guide you through...

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Values-Based Investing

Values-Based Investing

Did you know that you can meet your financial goals while reflecting your values? We can help you with that!

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Legacy <br/>Giving

Are you leaving an inheritance or a legacy? It’s more than just giving ...It’s smart!

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Tax <br/>Preparation

The wisdom and experience that comes with CFF brings you peace of mind in the most stressful time of year.

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“Past Performance does not guarantee future performance.” “Similar results cannot be guaranteed. “

Helping You Make Your Money Meaningful!

<strong>We Work, For <em>You</em>...</strong>

We Work, For You...

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Words of Wisdom

"Money isn't the most important thing in life, but it's reasonably close to oxygen on the 'gotta have it' scale"

~Zig Ziglar

Did you know that Jeff puts on educational classes for Churches & Non-Profits educating your team & congregations on Biblical Stewardship, Legacy Giving, & Making Your Money Meaningful?

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