Welcome to The CFS Group

Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to access opportunities, shape choices, and create stability in an unpredictable world.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  We believe the best results come when the client is always at the center. That’s why our team is committed to putting your needs, goals, and vision first—so you can build the life you want with confidence.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Latest Insights

Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

Jul 31, 2026 | Thomas Garretson, CFA

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

Categories: Analysis

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Woman in grocery looking at prices

July Executive Briefing: Three risks facing the U.S. in the second half of 2026

Jul 31, 2026 | Frances Donald and Mike Reid, RBC Economics

RBC Economics breaks down the key vulnerabilities in the U.S. economic landscape as the second half of the year gets underway.

Categories: Analysis

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Woman inputting info into computer

Should I sell assets or borrow against them? The math behind strategic liquidity decisions

Jul 28, 2026 | RBC Wealth Management

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

Categories: Analysis

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Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)		 On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)		 On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.		 Monthly beginning May 2026

Washingtonian Top Financial Advisors

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers two years in a row (2024 and 2025).

Meet the team

Team photo

Learn more about The CFS Group.

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You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s education with a college savings plan.

Don’t let four years of college turn into 20 years of payments. Your idea of graduating debt-free starts with a strategy. Let’s build a game plan that keeps you moving forward.

Let's start the conversation

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com