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

Man with tablet computer inspecting tractor

Beyond stablecoins: The tokenization story

Sep 10, 2026 | Atul Bhatia, CFA

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Categories: Analysis

Read more
family gathering to eat along lakeside patio

Five things you can do with your wealth without selling a single share

Sep 10, 2026 | RBC Wealth Management

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

Categories: Wealth planning

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Advisor consulting with couple

The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026 | RBC Wealth Management

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

Categories: Wealth planning

Read more

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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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com