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.
$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
For Business Owners
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.
Insights
2023 Kick-Off: A Letter from Our CEO
I hope the new year is starting out on the right foot for you, because it certainly is for everyone here at CG Financial. We’re very excited about the direction our company is moving in, ...
Read MoreRetirement Investing
Market Volatility & Uncertainty Market volatility is an inevitable part of investing. These bouts of uncertainty can be unnerving, but they are not uncommon in long-term investing. Retirement investors should expect to experience periods of ...
Read MoreTalk with an Advisor
Ready to take the first step?
Our advisors are waiting for you.
info@mycgfinancial.com
Check the background of this investment professional on FINRA’s BrokerCheck.
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