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PERSONALIZED STRATEGY

 Financial strategizing today is crucial and can be complex. That’s why our members rely on our valued advisors to guide them through it. Professional expertise and experience backed by a wide array of products can give you solid financial options for both your immediate and future needs. Meet with a valued advisor today.

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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the products and services below.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

Learn more about our insurance options.

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We're Here For You!

Reach out to a trusted advisor right here in Southern Maryland. Whether you’re planning for your future or your future is already here, we can help you strategize and take action.

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Relevant Resources

Curated articles, videos and more to help you become financially independent.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

OUR TEAM

"Most people don’t plan to fail, they fail to plan."

- John Beckley

"Planning is bringing the future into the present so that you can do something about it today."

-Alan Lakein

"Financial Planning is available to all those who learn about it and work for it."

- Rober Kiyosaki

"Start by doing what is necessary; then what is possible; and suddenly you are doing the impossible."

- Francis of Assisi

Colleen Blundell

Colleen Blundell

VP Investment/Business Services, Financial Professional

cblundell@cpfsinc.org

David Cassard

David Cassard

Financial Professional

dcassard@cassardwealth.com

Sara Wolf

Sara Wolf

Financial Services Assistant

swolf@cpfsinc.org

Lyka Cocanougher

Lyka Cocanougher

Financial Services Assistant

lcocanougher@cpfsinc.org

Julia Jones

Julia Jones

Financial Services Assistant

jjones@cpfsinc.org

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