We live in a complicated world. The financial part of your life requires
very skilled attention.
I have the experience and knowledge to make sure we do things right.
I have helped families and individuals for over 20 years.

Lenard S. Cohen, CLU
CERTIFIED FINANCIAL PLANNER®

My company, CF Services Group, Inc., helps individuals, families, and small businesses solve their long term financial problems. We are adept at helping our clients protect and grow their assets and eventually transfer assets to the next generation. We also provide innovative solutions for small business employee benefit programs. These are some of our tools for helping you to build wealth, protect wealth, and transfer wealth.

For families and individuals

  • Retirement income planning
  • Educational funding planning
  • Estate planning services
  • Life insurance
  • Disability income insurance
  • Long term care insurance
  • Mutual funds*
  • Fixed and variable* annuities
  • Professional asset management strategies*

For small businesses

  • Group health and dental insurance
  • Partially self funded, fully reinsured health insurance
  • Group life, long term and short term disability income insurance
  • Qualified retirement plans, including
    401(k) and 412(i)*
  • Cafeteria plans/flexible spending accounts
  • Buy/sell agreements
  • Salary continuation programs
  • Nonqualified executive compensation

How does CF Services Group do its job?

All of our people know that the most important part of our job is to listen. We cannot help anybody solve anything if we don't understand the problem, the concerns, and the available resources. We don't have all the answers, but we can help to work out strategies and we have the financial tools to build solutions.

How do the people at CF Services get paid for their work?

We provide and implement a strategy which will help to solve long term financial problems. We sell insurance to individuals and companies -- life insurance, health insurance, disability, and long term care insurance. We also design, install, and service retirement plans funded with appropriate investments*. And we provide investment advice and brokerage* to help sustain the financial rewards of a lifetime's work. We sometimes are paid by commissions and sometimes are paid by fees for our advisory services.

You can learn more about our services at our web site:
www.LenCohen.com

Lenard S. Cohen, CLU
CERTIFIED FINANCIAL PLANNER®
9210 Corporate Blvd., Suite 360
Rockville, Maryland 20850
Phone: 301.948.0910
Fax: 301.963.3733
Send us email: len@cfservicesgroup.com
 
* Securities and investment advisory services provided through Walnut Street Securities, Inc. (NASD/SIPC).
CF Services Group, Inc. and Walnut Street Securities, Inc. are not affiliated entities.

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