Individuals and Families

 


CF Advisors Group, located in Pittsburgh, Pennsylvania, provides quality financial services to affluent individuals and their families. At CF Advisors we are dedicated to helping our clients’ meet their financial goals. Having CF Advisors provide you guidance with your finances will allow you to make faster and more informed choices resulting in you having more free time. Planning for the spectrum of your life is our overriding goal. To allow for this we provide the following services:

  • Investment Management
  • Personal Financial Planning  
  • Education Fund Planning
  • Retirement Accumulation and Distribution Planning
  • Family Estate Planning, Trust Services, and Philanthropic Planning
  • Tax Planning Strategies
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning

Home buying, college education, retirement planning, business benefits, parental decisions and other financial decisions demand a great deal of time. With the hours in the day seeming to shorten, time is anyone’s most valuable asset. At CF Advisors we’ll evaluate your individual financial goals and devote our time to helping you meet those goals.  Give us the privilege of working with you and we’ll give you a superior level of service, but more importantly…we’ll give you TIME