Arlington Asset Management

Dealing with your finances while planning for the future can be overwhelming. Whether you’re a retired person looking to retire comfortably or a busy business owner with limited time to manage your assets, finding an asset manager within the Arlington community who understands your financial goals, risk tolerance, and timeline is important. At CF Financial, we understand you may need assistance with your personal investments now and through retirement or even across many generations, and we are dedicated to helping you fulfill your legacy. Schedule a free consultation today!

Your Legacy

Your Financial Future, Secured.

Asset management is the key to unlocking your financial potential. Imagine having an experienced team meticulously research investments, tailor a plan to your goals, and constantly monitor the market to minimize risk. Asset management isn’t just about making money; it’s about empowering you to make informed decisions, safeguard your wealth, and achieve your long-term dreams.

What We Do

Your Financial Life, Simplified.

At CF Financial, we believe that comprehensive asset management is the key to achieving your financial goals. Unlike traditional firms that focus solely on market accounts, we take a holistic approach to managing your entire net worth.

Our expertise encompasses:

Real estate: Maximizing the value of your property assets.
Business valuations: Assessing and optimizing the worth of your business.
Private investments: Managing alternative investments for growth and diversification.
Annuities: Ensuring your retirement income is protected and maximized.
Risk management: Safeguarding your assets from unforeseen challenges.
Employer-sponsored plans: Optimizing your retirement savings.
Retirement accounts: Creating a robust plan for your golden years.
Brokerage accounts: Growing your investments strategically.

By taking a comprehensive view of your financial landscape, we create a customized investment plan aligned with your unique goals and risk tolerance. Our experienced team stays ahead of market trends to make informed decisions, while our constant portfolio monitoring ensures your investments are always working for you.

Our asset management capabilities are integrated with our CPA services, provided by Calvetti Ferguson.

Our Process

Your Financial Assets, Managed.

Unlike other wealth management firms that sell a one-size-fits-all, we believe in providing a wide range of solutions personalized to you. We create an asset management program that is based on:

Your vision
Your risk tolerance
Your timing

Our team will construct and manage the strategy that helps you achieve your vision, ensuring that it is consistent with your values while minimizing risk.

You’ll receive unbiased, coordinated advice, giving you one firm for all your financial guidance needs. We work to help you avoid permanent and catastrophic loss due to concentration risk, timing errors, and ineffective allocations. We want to see that your assets maintain a high probability of meeting your life’s goals.

Our Values

Your Experienced Asset Managers

We value and treat everyone like our FAMILY.

We cultivate AUTHENTIC relationships.

We are INTENTIONAL about delivering on our promises.

We are RESOURCEFUL.

About Arlington

Arlington, Texas, is a city west of Dallas. It’s home to the University of Texas at Arlington (UTA), River Legacy Parks, and the Dallas Cowboys AT&T Stadium. With a substantial retirement population of over 158,000 residents, Arlington residents are increasingly seeking expert financial guidance. Are you a Arlington resident looking to secure your financial future? Our experienced asset managers can help you build a personalized investment strategy tailored to your specific needs. Contact us today for a complimentary consultation.

Contact Our Asset Management Team Today

Experience the CF Financial advantage. We look forward to helping you achieve your goals and leave your mark. CF Financial serves clients throughout the United States and Texas. Please complete the form below or call (817) 435-8710.