IN-DEPTH PLANNING + INVESTMENT MANAGEMENT
At CFG we love collaborating with clients to help bring clarity to their financial lives and confidence to their financial decisions. We help you discover and define your goals, values, and purpose in order to meet your short and long-term objectives. Our role is to walk with you, listen to you, help you avoid missteps and offer informed advice based on what matters most to you.
FINANCIAL PLANNING
Our relationship begins with a one-time in-depth financial plan that covers a broad range of planning topics including cash flow, retirement funding, education funding, estate planning, insurance planning, tax strategies, investment recommendations as well as implementation assistance.
Our work together is very collaborative - with a mix of discussion, education and advice - and results in a cohesive financial strategy, based on what matters to you, and continually adjusts to your life's changing circumstances.
We address gaps and opportunities in all financial areas. We look at your whole picture and help you implement integrated solutions.
ongoing service/iNVESTMENT mANAGEMENT
Financial planning is a process. It is not a one-time event. Our goal is to be your financial support system and help shape and build your brighter financial future. When you join us as on ongoing client, you will have access to us when you need us, as well as the peace of mind that comes from having a coach and accountability partner who can be with you every step of the way. If needed, we can also coordinate with other professionals including your CPA and estate planning attorney.
Our investment philosophy is simple - we help direct your money towards your goals. We create an investment mix that not only addresses your personal goals and risk tolerance, but also works to invest in companies that are important to you through a customized portfolio.