Specialties
At Conservative Financial Solutions, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial goals and concerns. As fiduciaries, we always put your best interest first.
Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. MAS and Conservative Financial Solutions are not affiliated companies. AEWM and Conservative Financial Solutions are not affiliated companies.
History
Established in 1985.
Conservative Financial Solutions was started in 1985 as a small financial firm wanting to help clients build the retirement they dreamed of. Since then, we have expanded our footprint into Indiana and partnered with Harrison Tax & Accounting to offer tax services where all your financial needs are under one roof.
Meet the Business Owner: Roger F.
Roger has over 30 years of experience in retirement income planning. After receiving his formal education from the University of Cincinnati, he started his own business in 1985 from the trunk of his car. He has successfully developed his business into what is known today as Conservative Financial Solutions (CFS), with over $100 million of assets under management.
Roger is a Registered Financial Consultant (RFC) and obtained his certification through the International Association of Registered Financial Consultants (IARFC). He has passed the Series 6, 63 and 65 securities exams and is a licensed agent in life, accident and health, and property and casualty insurance. In addition to being the founder and CEO of CFS, he is the owner of Harrison Tax & Accounting.
