Client Login For Financial Advisors

Home > Business Financial Services > Retirement and Lifestyle Planning

BUSINESS OWNERS

CG Financial Services acts as your personal CFO and business guide, freeing up your time to enjoy life with peace of mind.

Secure your future with a strategic plan that aligns your business and personal goals. Your business is the source of financial security to live the life you want today and can provide a legacy for your family in the future. Our team provides ongoing planning that aligns your personal and business goals, centered around your life's purpose and values. Our approach allows you to gain peace of mind so you can get back to doing the things you love.

Our strategic planning for business owners includes:

  • Organizing your personal and business life all in one place that’s easy to access and manage.
  • Aligning your business and personal goals with a holistic plan.
  • Protecting your estate for your family and business legacy.
  • Reducing taxes today with a plan for tomorrow.
  • Protecting your business with risk management strategies.

Ready to work on your business, instead of for it? Talk with an Advisor.

4 Strategies for Growing and Protecting Business Owner Wealth

DOWNLOAD

INSIGHTS ON BUSINESS OWNERS

Periodically Evaluating Retirement Plan Providers

Business Owners,  Retirement Plans
Retirement Plan Committees must perform a structured evaluation process   Employer retirement plan committees hold a significant responsibility in managing and overseeing retirement plans. One of the critical aspects of this oversight is the periodic and formal evaluation of all plan providers, including recordkeepers, advisors, and other service providers. Let’s delve into the importance of […]
Read More →

IRS Ramping Up Compliance of Partnerships

Business Owners
Investors can expect more rigorous oversight and higher likelihood of audits The Internal Revenue Service (IRS) has recently taken significant steps to combat abusive partnership transactions, a move aimed at ensuring that high-income taxpayers and corporations pay their fair share of taxes. This announcement is part of a broader initiative to address high-income compliance issues, […]
Read More →