Choosing the Right 401(k) for Your Employees & Your Business

Reading Time: 2 minutes Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help...

Retiring Business Owners – Plan for Succession

Reading Time: 3 minutes If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, imagining your eventual transition into retirement may not be easy. Yet, if you want to build personal...

What Can A Financial Professional Do for Non-Profits?

Reading Time: 2 minutes As of 2017, about two-thirds of all nonprofit organizations in the US had annual budgets of less than $1 million. For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be...

A Small Business Quiz

Reading Time: 2 minutes Small businesses are part of the backbone of the US economy, providing jobs, services, products, and stability for millions of families. But how much do you really know about small businesses? Test your knowledge with our seven-question quiz....

CF Financial Sponsors the 2021 B2B CFO Grow Successfully Event

Reading Time: < 1 minuteCF Financial is proud to co-sponsor the 8th annual educational B2B CFO event “Grow Successfully 2021” with Calvetti Ferguson on July 13, 2021, in Dallas-Fort Worth. The educational program concludes with an evening at the Frisco RoughRiders...