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Dreams are just ideas until they have a plan.

Dreams are just ideas until they have a plan.

Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Hello, I'm Shanel.

Hello, I'm Shanel.

30 minutes can change your financial life.

We offer members a complimentary financial review - no strings attached! Our mission is to help you reach your financial goals whether that includes planning for a comfortable retirement, your child’s education or even a trip around the world. It’s never too late or too early to get started.

Meet Shanel

How We Help

In addition to working together, we'll help you have your finances fit your lifestyle.


Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.


Dream big, have fun.


Our investment team can create a portfolio that's designed to fit your lifestyle.


We have resources that can help resolve some of the most sophisticated tax issues.


It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.


Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a CFS financial advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a CFS financial advisor to learn how we help you reach your goal.

What Sets Us  Apart

Our CFS* financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

(858) 412-1354


60 Colver Avenue

Groton, CT 06340