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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • *Investing principles and strategies
  • *Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • *Can I retire early?
  • *Are my investments working hard enough?
  • *What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

*These services are offered by Galo Medina through his affiliation with HD Vest.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

As president of CFS, Galo oversees the daily operations of our firm. With over eleven years experience in the insurance and securities industry, Galo specializes in developing fee-only financial plans for our clients through his...

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Robyn brings more than ten years of investment experience to CFS. She has maintained a focus in the retirement and college planning arenas, and is consistently called upon to develop educational and retirement plans for our clients....

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Rollin brings over fifteen years’ experience working in the financial services industry, which includes developing, writing, editing and distributing client approved educational materials.

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