Our Services


CSLA Financial Inc. is a fee-only independent financial adviser. We provide money management for clients by incorporating financial planning, investment portfolio management, risk management and other aggregated financial services. We combine industry experience and comprehensive research to provide quality advisory services to our clients. Currently, we offer the following investment advisory services, which are personalized to each individual client:

  • Portfolio Management Services
  • Financial Planning Services
  • Advisory Consulting Services
  • Selection of Other Advisers
  • Education Planning
  • Student Loan Repayment


Working with our clients, CSLA Financial Inc. tailors investment advice to meet the needs and investment objectives of its clients. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information (the "suitability information") at the beginning of our advisory relationship. We will use the suitability information we gather from our initial meeting to place you in a strategy that enables our firm to provide its advice. Through continuous interaction with our clients, CSLA Financial Inc. is able to give you continued focused investment advice and/or to make investments on your behalf.