Certified Financial Strategies

Go to www.cfscorp.com

Firm Description and Specialties: We are different from the rest… We offer full service financial planning and investment management services to clients. Our extensive background in taxation provides portfolio management on a tax efficient basis, minimizing the negative impact of taxes on account values. One of our firm’s greatest competitive advantages is our ability to provide separate account management. We work individually with clients to provide financial management services designed uniquely for their individual needs. We do not “buy and hold,” rather we take a tactical approach and make recommendations based on current trends and business cycles. Regarding the account management process for individuals: We gather a great deal of financial information from clients, including goals, objectives and risk tolerance. After careful review and analysis, we make investment recommendations to clients and we thoroughly explain and help clients understand the potential risks and rewards of each recommendation. Clients approve or disapprove recommendations and then we implement those they approve. We provide continuous communication with clients and report to them on a monthly basis, showing comparative performance of investments. We look forward to speaking with you soon.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

PO Box 342 40 Calle Encanto Tesuque, NM 87574-0342 Phone: (972) 702-8121 Fax: (972) 702-8122

Primary Office

12700 Hillcrest Rd Ste 210 Dallas, TX 75230-2094 Phone: (972) 702-8121 Fax: (469) 726-3822

Other Offices

PO Box 342 40 Calle Encanto Tesuque, NM 87574-0342 Phone: (972) 702-8121 Fax: (972) 702-8122