Home Events About Us Resources Tools Client Login Contact OUR STORY We have been working with individuals and businesses in the tri-state since 1988. Each of our advisors have extensive personal and professional experience. Many hold various professional designations, and our qualified representatives are licensed to provide a variety of investment and insurance solutions. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals. Contact Office: (304) 302-0272 Office: (740) 533-2072 Office: (740) 335-0070 Fax: (304) 302-0273 6354 US Route 60 East, Suite 9 PO Box 246 Barboursville, WV 25504 Series 7, 63 info@cfsplanning.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Creative Financial Solutions are not affiliated. This communication is strictly intended for individuals residing in the states of: CO, FL, GA, IN, KS, KY, MI, NC, NY, OH, PA, SC, SD, TN, TX, VA & WV. No offers may be made or accepted from any resident outside the specific states referenced.