cfs Wealth Management Group, LLC

Services Offered

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Strategies

Cost Range

The cost for financial planning services can vary widely based on the specific needs of the client and the complexity of their financial situation. Typically, financial planners may charge a percentage of assets under management, a flat fee, or an hourly rate. It's best to contact CFS Wealth Management Group directly for a personalized quote.

Local Tips

Grain Valley is a growing community with a small-town feel. While visiting CFS Wealth Management Group, you might want to explore local attractions such as Armstrong Park or enjoy dining at local favorites like Valley Broasters. Parking is generally available along Main Street, making it convenient for your visit.

FAQs

What should I bring to my first meeting?

It's helpful to bring financial documents such as tax returns, investment account statements, and any existing financial plans. This information will enable the financial planner to better understand your current financial situation and goals.

How often should I meet with my financial planner?

The frequency of meetings can vary depending on your financial situation and needs. Typically, clients meet with their financial planner on a quarterly or annual basis, but more frequent meetings may be necessary for more complex situations.