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CBS Funding, Inc.
Personal Financial Planning & Consulting Services
Long term financial success requires a customized plan. Our mission is to help you build a secure financial future with a comprehensive and integrated financial plan.
We present a written personal financial analysis that will be reviewed in detail with you. It contains recommendations and an action plan designed to meet your stated goals and objectives.
The components of our goal based analysis factor in your time horizon, risk tolerance and priorities and may include the following:
- Analysis of your current financial situation
- Asset and liability details
- Net worth statement
- Recommendations for areas that need attention
- Debt management
- Budgeting
- Savings
- Education expenses
- Retirement planning
- Review of life insurance and estate documents
- Periodic review of your plan to make sure that you are on track
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