Some of you may be wondering what a Couch Potato Portfolio might be. The concept was created by Scott Burns the past personal finance columnist of the Dallas Morning News. He came up with the passive investing strategy of purchasing index funds, often referred to as Indexing.
Choosing an investment professional is a very personal decision with far-reaching effects. It can make a difference for you, your family, your employees and their families. If you choose Callaway Financial Services as your partner, we promise to do our very best for you, with integrity. Learn more about our perspective and the experienced Callaway team.
CFS Advisors, LLC is an investment advisory firm registered in the State of Texas. When engaged we will review your essential financial information and guide you through your journey.
We use a disciplined portfolio management system, a ship with a broader manifest, a skipper who has greater latitude to serve the clients’ best interest at all times and not be bound to a fund’s narrow investment parameters.
How much money will your child need for college? What happens with your savings if you child chooses not to attend a university or vocational school? It’s always a challenge to plan for this exciting yet costly chapter in yours and your child’s life, but we have solutions to guide you.