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What Our Clients say About Us
As independent fiduciary advisors, we can work with any retirement plan provider and will guide you through available options to meet your needs.
Common goals can include maximizing the benefit to owners and employees, increasing employee financial wellness, reducing fiduciary liability, decreasing administrative burden, and maximizing fee transparency.
What you can expect from working with CG Financial
We can help you implement and maintain retirement plans customized to your goals.
Are you benchmarking your retirement plan?
Our comprehensive benchmarking process enables you to make better decisions.