Jim Kreid has been with CMFS for 17 years. He began his career in 1986 working on the insurance side with Northwestern Mutual. During the 10 years he was there, he ran the college internship program and was an integral part of one of the top college agencies in the country. His responsibilities in this role included recruiting, training and supervising college students.
In 1996, Jim attained the series 7, 63, and 65 financial securities licenses while working at Robert W. Baird in Peoria. In 2002, he joined Craig Miller at CMFS Group as an independent agent. Jim has extensive experience in both the insurance and financial field, giving him a unique skill set. His specializations include estate planning, pension maximization, and annuity maximization.
In 1996, Jim attained the series 7, 63, and 65 financial securities licenses while working at Robert W. Baird in Peoria. In 2002, he joined Craig Miller at CMFS Group as an independent agent. Jim has extensive experience in both the insurance and financial field, giving him a unique skill set. His specializations include estate planning, pension maximization, and annuity maximization.
Services
CMFS Group has been located in central Illinois for many years and we are easy to find, only a short drive from any area around Peoria. CMFS Group, Inc. specializes in 401 (K) Management for the following companies located in and around Peoria: Caterpillar, Maui Jim, OSF St. Francis, Unity Point Methodist / Proctor & Komatsu as well as many other local businesses.
CMFS Group Inc. is proud to introduce a new and improved way to manage your 401K plan: 401K +. Many people do not have the proper skills or knowledge to effectively manage their most important asset, their 401K. With the brokerage window option, professional management can be accessed like never before.
CMFS Group, Inc. has been helping families in the Peoria Illinois area for over 2 decades reach their financial and retirement goals, our team will begin the money management process with an in-depth, individualized evaluation of the client's financial situation. We understand that each person has unique and individualized financial needs and goals.
For many parents, one of the largest financial obstacles they will face is determining how they will pay for their child's college education. With the rising costs of college, it's never too early to get started on your college savings plan. CMFS Group Inc. will introduce you to available options and determine the appropriate tools to put you on the right path toward your child's success.
CMFS Group Inc. begins the planning process with an in-depth, individualized evaluation of your financial situation, including an assessment of your time horizon and risk tolerance. Once we have determined the overall objectives, a specific financial plan is developed that will meet your goals.
Knowing everyone's situation is different, we offer a wide range of financial, retirement and pension planning services using a diverse and proven group of financial products and fund companies.CMFS Group, Inc. begins the money management process with an in-depth, individualized evaluation of the client's current financial situation.
Knowing everyone's situation is different, we offer a wide range of financial, retirement and pension planning services using a diverse and proven group of financial products and fund companies.CMFS Group, Inc. begins the money management process with an in-depth, individualized evaluation of the client's current financial situation.
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Cindy Whiteman
Jun 06, 2017
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