COORDINATED FINANCIAL SERVICES, INC.

Providing Understanding, Ownership, and Control

Building your Defense, Offense, and Reserves

WORKING TOWARDS TRUE FINANCIAL BALANCE

CFS Inc. founder and CEO Mike Weber has spent over 40 years in the financial services industry.  His experiences led him to embrace the LEAP model and philosophy at our firm.  Early in his career, he became disheartened by what he saw in the industry that put the financial institutions’ interests over the interests of the clients.  

Little effort was made to help clients understand their financial lives from a macro context.  Recommendations were based on needs-planning approaches dependent more on hope than empirical evidence.  Products, rather than process, were pushed as the solution to every problem.  Reducing or eliminating the chances of financial failure were not prioritized.  
 
Now independent, our firm embraces the reality that everyone’s financial situation is as unique as their fingerprint.  As with any ecosystem, the components of our financial world are interconnected.  What happens in one area has ripple effects in other areas.  Therefore, individual decisions should be considered within the context of the entire macro picture. 

Without reducing their lifestyle, we help our clients develop and implement strategies that increase protection (defense) without sacrificing their maximium financial potential (offense). We aim to be the client’s critical thinking partner in developing strategies to meet their stated objectives in all three phases of wealth:  accumulation, distribution, and preservation (legacy). 

PROCESS, NOT PRODUCT

CUT THROUGH THE NOISE

 © 2017 - CFS INC.
 
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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 Coordinated Financial Services, Inc. are not affiliated.  Form CRS.
 
CFS's website is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities or any related or associated company.  Any such offer or solicitation will be made only by means of CFS's confidential Offering Memorandum and in accordance with the terms of all applicable securities and other laws. None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended. Accordingly, CFS's website does not constitute investment advice or counsel or solicitation for investment in any security. This website does not constitute or form part of, and should not be construed as, any offer for sale or subscription of, or any invitation to offer to buy or subscribe for, any securities, nor should it or any part of it form the basis of, or be relied on in any connection with, any contract or commitment whatsoever. CFS expressly disclaims any and all responsibility for any direct or consequential loss or damage of any kind whatsoever arising directly or indirectly from: (i) reliance on any information contained in the website, (ii) any error, omission or inaccuracy in any such information or (iii) any action resulting therefrom.