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Personal Financial Planning

Personalized Financial Solutions for Individuals and Families.

Your financial journey is unique. At CFS, we build personalized plans to help you achieve peace of mind at every stage of life —from saving for retirement to building a legacy for future generations.

    • Comprehensive Financial Planning
    • Investment Planning
    • Retirement Accumulation Planning
    • Retirement Distribution Planning
    • Wealth Accumulation and Saving Strategies
    • Life Insurance
    • Disability Insurance
    • Long Term Care Planning
    • College Funding
    • Estate Planning
    • Business Continuation Plans
    • Business Succession Plans
    • Buy/Sell Funding
    • Key Employee Programs
    • Profit Sharing Plans
    • 401(k) Plans
    • Defined Benefit Plans
    • Simplified Employee Pensions
    • Split Dollar Plans
    • 412(e)(3) Fully Insured Plans
    • Money Purchase Plans
    • Deferred Compensation Plans
    • IRA Plans
    • Non-Qualified Bonus Plans
    • Group Health, Dental, Life Plans
    • Group Disability Income Plans
    • HSA’s – Health Savings Accounts
    • Section 125 Plans
    • Self-Insured Health Plans
    • Voluntary Benefit Programs
Key Services

Key Services

  • Retirement Planning: Secure income strategies for life.
  • Estate Planning: Protect and pass on your legacy.
  • Investment Management: Personalized, goal-driven portfolios.
  • Insurance Solutions: Life, disability, and long-term care.
  • College Savings Plans: Education funding strategies for your children.
Schedule Your Financial Planning Consultation
Onboarding Process

Onboarding Process

  • Initial Consultation
  • Data Gathering
  • Strategy Development & Recommendations
  • Implementation
  • Follow-Up & Annual Review
Secure Your Financial Future Today

Your Financial Goals. Our Personalized Strategies.

We guide individuals and families toward financial security through tailored retirement, estate, and investment
planning.

Cash Flow Worksheet

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Personal & Business Document Checklist

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Financial Security Review

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Financial Information And Document Organization

A comprehensive, web-based, wealth management system, which organizes all of your financial accounts and documents in one safe and secure place.

This service updates and coordinates your financial information daily and is available 24 hours a day.

Our Team

Noelle Casey, RICP®

Noelle Casey, RICP®

Financial Advisor & Small Business Strategist

860-898-9714

Paul Worgaftik

Paul Worgaftik

Financial Advisor & Business Solutions Specialist

860-846-4198

Robert Worgaftik

Robert N. Worgaftik CLU®, ChFC®, CFP®, CLTC

Founder & Senior Financial Advisor

860-606-0823

Rish Singh

Rish Singh

Client Relations Manager

860-677-2600 x 645

CONTACT US
Schedule Your Complementary Consultation

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