Live Life. On Purpose.

No matter what stage of life you are in, being financially prepared will give you peace of mind and security about what the future may hold. However, most people don’t know where to start.

At CBS Financial Directions, we believe it starts with defining what is important to you.

We will provide you the experience and knowledge to assist you in creating and implementing a financial plan. Over the years, we will help you stay on track and make adjustments as necessary. You don't need to be a financial expert to make informed choices, that is what an advisor is for.

Call or email us today.

Our mandate is simple. Helping you answer, "YES" to the question: "Will I be OK?"

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From our blog

  1. Life changes. Should your insurance?

    Posted on 10 Mar 2015

    Part of a successful financial plan includes a review of your insurance needs. An…

    Read more

  2. Why A Will?

    Posted on 08 Feb 2015

     Why Make a Will?

    Just as in building a home, sound financial planning starts with…

    Read more