Crafting Your Financial Future Together

After nearly three decades in business, one thing we’ve learned is that every financial situation is unique. Like many firms, we offer a full array of services designed to help you secure the future you desire. What sets us apart is our experience, our personalized service and our high level of client satisfaction.

We take the time to understand your goals and map a realistic course to achieve them, giving you options and alternatives along the way. Our customized services include:

  • 401k Rollovers. We can help you move your 401k from a previous employer into an IRA. With an IRA you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer. A rollover consolidates accounts and maintains potential for tax-deferred growth. And when all of your retirement savings are in one place, it’s easier to manage your accounts and monitor your progress.
  • Retirement Planning. Secure retirement isn’t a thing of the past. No matter where you are in life, we can provide the guidance, tools and services you need to prepare for retirement on your terms.
  • College Savings. Adjusting for inflation, the average cost of tuition and fees at four-year, public institutions has increased nearly 51 percent in the last 10 years. These costs will almost certainly continue to rise, which makes saving for higher education even more important. We can help you determine how much you’ll need and develop a strategy for having it saved by the time the kids are ready for college.
  • Life Insurance. If you have loved ones who count on you for financial support, you should carry life insurance. We can help you determine how much insurance you need and also help you find the best insurance rates.
  • We work with charitable trusts, nonprofit organizations and endowments to help trustees minimize liabilities and ensure their ability to produce reliable distributions.
  • We work closely with our clients to understand their risk profile and use our deep understanding of the markets to handpick investments that will help them meet their financial goals.
  • We offer free consultations so you can determine whether CFG is a fit for you, your family or your business. We’re here to help. So give us a call today.