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
Is Your Retirement Plan “Catchy?”
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in 2020, nearly 15% of participants utilized catch-up contributions when they ...
Read MoreThe Advantage of Saving Early
The early bird really could get the worm! In the chart below you will find no secret tips or tricks to investing that cite prior market events: just plain old math. The amount of your ...
Read MoreTalk 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
Check the background of this investment professional on FINRA’s BrokerCheck.
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