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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.
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Lenard S. Cohen, CLU CERTIFIED FINANCIAL PLANNER® |
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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*
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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
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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. |
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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 |
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*
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. |