Retirement and Estate Planning

Careful planning and the right mix of investment tools can assure adequate retirement savings and help you prepare for the unexpected expenses and surprises that inevitably arise during a lifetime.

CFG can also help steer clients down a path that helps ensure their estates will benefit their families with the right tax strategies and the right asset allocation. We will collaborate not only with our clients, but also with their accountants, attorneys and other trusted advisors in a comprehensive team effort to simplify their financial picture and create a plan that addresses all their needs.

Retirement and estate services include: Rollover, streamlining and consolidation of all retirement plans, including 401K plans and IRAs; advice on wills, trusts and other documents; 529 college savings plans; long-term care insurance and savings.

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Wealth/Investment Planning

A carefully planned financial future includes all aspects of planning. As an independent financial advisory firm, CFG is obligated to recommend investment products based on the clients needs. Our fiduciary responsibility is always to ensure the client’s best interest.

CFG offers access to a diversified range of investment vehicles to offer our clients the long-term gains and security they seek, whether they are saving for college educations, planning for retirement or looking ahead to the needs of future generations. Because we do not represent a single investment vehicle, CFG’s advice always focuses on our clients’ best long-term interests, starting with an honest and careful assessment of their current situation and whether it’s meeting their future needs.

At CFG, our goal is not to sell products to our clients, but to educate them on their financial options and guide them on the best ways to achieve their goals.

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Insurance and Risk Management

CFG helps analyze clients’ insurance coverage to ensure they have the protection they need for their family, their homes, their estates and their businesses – the assets that are most important to them.

As an independent advisor not selling the insurance of any one carrier, CFG can help connect our clients with the most appropriate and cost effective insurance to protect their assets.

We believe insurance should be a tool that fits into a larger financial strategy and can help analyze your coverage to ensure you are getting the most value from your insurance investments and that the policies you carry actually meet your short- and long-term goals.

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Employee Benefit Assistance

CFG can assist in reviewing an employer’s benefits packages and design plans to help them attract and retain the best possible employees.

From group health insurance, dental and disability coverage to retirement plans such as 401Ks and 403Bs, we can help design the right package and assist in delivering it to your workers in the most cost-efficient manner.

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