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

Calm man

Coping mechanisms for equity market volatility

Apr 02, 2026 | Kelly Bogdanova

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

Categories: Analysis

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Man filling up his car at the pump

Global equity: Buckle up but don't give up

Apr 02, 2026 | RBC Wealth Management

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Categories: Analysis

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Ships

Iran war: De-escalating or escalating?

Mar 27, 2026 | Frédérique Carrier

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.

Categories: Analysis

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.

Connect with us on Social Media

   

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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.

Welcome spring! May this new season produce fresh perspectives and positive momentum.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com