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  • Personal Financial Services
    • Retirement and Lifestyle Planning
    • Minimizing Tax Impact
    • Ensuring Your Legacy
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Home > Attract and Retain Employees

Attract and Retain Employees

Hire the best employees with exceptional benefits and compensation plans.

Employee benefit and compensation packages are the key to attracting and retaining quality long-term employees. After wages, statistics show that your health and retirement plans are most important in attracting and retaining employees. Our team will provide guidance to maximize benefits to your employees, minimize the cost to your company and create tax savings.

Our employee benefits and compensation services include:

  • Retirement Plans to help save for the future.
  • Executive Benefits to retain key employees.
  • Employee Health and Welfare Benefits to attract top talent.

Start today with a simple conversation. Schedule now.

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Health and Welfare Benefits

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WHY CHOOSE CG FINANCIAL

Expert, Independent
& Objective

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

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FIDUCIARIES

Serving your best
interest.

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Certified Financial Planners

The standard of excellence
in financial planning.

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INDEPENDENT

Not limited to any
specific investment or
insurance company.

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Our Process - A holistic approach based on your financial goals

1

Understand

We take the time to get to know your story so we can help you identify the lifestyle you want to enjoy.

2

Organize

We strive to bring order to your financial life.

3

Analyze

We determine your lifestyle goals and identify potential risks to ensure your plan is set up for success.

4

Align

We help you make sure your resources are positioned properly so you can achieve your best life.

5

Implement

We work with you to put an effective plan into action and help to monitor the plan ongoing.

1Understand 2Organize 3Analyze 4Align 5Implement

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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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  • About Us
  • Meet Our Team
  • Locations
  • Careers
  • Personal Financial Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Insurance
  • Business Financial Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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© 2025 CG Financial Services. All rights reserved.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Jonathan Cohen is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

CG Advisory Services Privacy Policy

You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.

Information provided on this website is for informational purposes only and is not intended to offer specific personalized investment, financial planning, tax, or accounting advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.

By clicking on certain links, you will leave our website. The link you have selected may be located on another server. We have not independently verified the information available through outside links. The links are provided to you as a matter of interest.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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