Long Term Planning Services
from
CPFCU and CPFS, Inc.

Cedar Point Financial Services, Inc.
A wholly owned subsidiary of Cedar Point Federal Credit Union

Cedar Point Financial Services, Inc. provides a wide array of financial and insurance services primarily to Cedar Point Federal Credit Union members and potential members including the promotion of education towards personal financial responsibility.

 

We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to reach them by our providing sound financial information.

 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we may know a group that does.

 

Click here to have a Cedar Point Financial Services, Inc Professional help you with your planning process.

 

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Points of Interest

 

The representatives at CPFS, Inc., are also Member Service Representatives of Cedar Point Federal Credit Union. We promise to provide the same personalized care you have come to expect from your credit union. And you don't have to be a member to take advantage of the services offered by Cedar Point Financial Services, Inc.

 

 

 

 

Fiscal Fitness

Learning Center

Investments

Planning

Calculators

Fiscal Fitness Seminars are free and open to the public, are conducted at our Headquarters Office,
and are led by Colleen Blundell of CPFS, Inc. unless otherwise stated.

 

WHAT'S UP NEXT

All seminars are conducted at the following location:

22745 Maple Road, Lexington Park, MD 20653

Drinks and snacks will be provided at all sessions.

Estate Planning is not just "death and taxes." The two most important goals of estate planning are to assure your financial security during your lifetime and making sure that your property is transferred according to your wishes.

 

Estate Planning Basics

presented by Joann Wood

 

Wednesday, February 8, 2017, 6:00 p.m.

 

In this seminar, guest speaker Joann Wood of The Law Office of Joann M. Wood, LLC will help you better understand these goals so that you can get a jump start on your plans for the future.

 

This is a very popular seminar and always fills up quickly. If you are interested in attending, please do not hesitate to register. When the seminar is full, we will create a wait list.

To register for this or any other seminar, please contact

Cedar Point Financial Services

301-863-7071 ext. 8463

cpfs@cpfcu.com

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

 

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics to read the article in its entirety.

 

Tax Library

Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics and you'll find a selection of tools and information related to taxes and tax strategies.

 

Glossary

What does that mean...? This alphabetically ordered glossary list can help you understand your options more clearly.

Cedar Point Financial Services, Inc. offers the following links as a service to our members. Cedar Point uses a professional version of the Federal Employee Benefit Calculator and can provide a detailed analysis of all your benefits. This will allow you to utilize professional planning services to make educated choices regarding your benefit options. All this is provided at no cost to our members!

 

Cedar Point is not responsible for the content or update of these alternate sites. The privacy and security policies may differ from those practiced by Cedar Point.

 

 

 

For more information about how Cedar Point Financial Services, Inc. can help you plan for your future,

Call 301-863-7071 ext. 8463 to make an appointment with one of our Registered Representatives.

Securities and Investment Advisory Services offered through registered representatives of Hornor, Townsend, & Kent, Inc. (HTK),
Registered Investment Advisor, Member FINRA/SIPC, 4 North Park Drive, Suite 400, Hunt Valley, MD 21030 410-821-2920.

 

Cedar Point Federal Credit Union and Cedar Point Financial Services, Inc. are independent of HTK.

 

Our representatives are licensed to offer insurance and securities in MD,
including AZ, CA, CO, CT, FL, GA, IL, ME, MI, MO, NC, PA, SC, TX, VA, and WI for securities only.

This is not an offer or solicitation in any state where not properly licensed or registered.

 

 

 

 

 

Not Insured by the NCUA
or any Federal
Government Agency

May Lose Value

 

Not a Deposit or Guaranteed by the Credit Union or any
Credit Union Affiliate