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ADAPTIVE FINANCIAL PLANNING FOR INDIVIDUALS AND BUSINESSES

Our life planning process goes beyond traditional financial planning to organize your financial life and build an adaptive plan to help achieve your changing goals.

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$3.1 Billion

Assets Under
Management

22

Years of
Serving Clients

74

Fiduciary
Advisors

Guiding you through
life’s changes

Gain peace of mind working with a trusted and experienced firm to organize, design, and implement an adaptive financial plan that meets your unique and everchanging financial goals.

FOR INDIVIDUALS

INVEST FOR THE FUTURE

PLAN FOR RETIREMENT & BEYOND

FOR BUSINESS OWNERS

GROW & PROTECT YOUR BUSINESS

ATTRACT & RETAIN EMPLOYEES

WHY CHOOSE CG FINANCIAL

Expert, Independent & Objective

We offer our combined expertise, credentials, and intelligence to provide you with the advice you value and expect.

FIDUCIARIES

Serving your best interest.

ACCREDITED

Many financial advisors hold designations, such as CFP®, CFA, and AIF®.

INDEPENDENT

Not limited to any specific investment or insurance company.

TALK WITH AN ADVISOR

INSIGHTS

IN THE NEWS

Market Update: Third Quarter 2024

The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as a probable winner, with a much tighter race now.   Does that mean that Harris is better for the stock market? No. The market was up […]
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Year-End Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often grapple with complex tax management issues. With astute planning, mitigating significant tax liability may be possible. First, comprehensive tax planning involves […]
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Talk with an Advisor

Interested in learning more about becoming a client?

Individual Investors

(517) 899-4759

Retirement Plans for Employers

(517) 899-2357

Home, Auto, & Business Insurance

(888) 984-2365

Current Client or General Inquiries

(877) 807-2079

info@mycgfinancial.com

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