Business
Financial Services
CG Financial Services is your personal CFO, providing holistic financial planning for your business. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business.
A guide to maximizing business value and protecting your legacy:
- Align your business and personal goals with a plan
- Reduce taxes, increase cash flow and protect your business
- Attract and retain good employees
- Develop your business with an advisor who acts like a CFO
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.
Fiduciaries
Serving your best
interest.
Certified Financial Planners
The standard of excellence
in financial planning.
INDEPENDENT
Not limited to any
specific investment or
insurance company.
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.
Talk 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.
Message Us
Do you have a question? Message us now.