Build Your Portfolio
Save for your child’s future with a 529 Plan while starting or expanding your portfolio with an Individual Retirement Account (IRA).
Prepare for Retirement
Our CFS* financial advisors will review your current retirement plan and create an investment roadmap based on your goals.
Leverage Retirement Income
It’s finally time to enjoy the things you’ve worked so hard for. Stay on top of your annual reviews to get the most out of your nest egg.
Margaret Taylor, MBA CRPC®
CFS Financial Advisor
Margaret understands that the cornerstone of financial planning is recognizing everyone’s unique economic and life situations. Her goal and commitment is to build a lifelong relationship with members and their families while exploring the best options to help reach their financial goals.