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    • Retirement and Lifestyle Planning
    • Minimizing Tax Impact
    • Ensuring Your Legacy
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Home > Business Financial Services

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

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Business Owners 

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Plans

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Benefits

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Insurance

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Employee Health and Welfare

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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

Check the background of this investment professional on FINRA’s BrokerCheck.

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Do you have a question? Message us now.

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4 STRATEGIES FOR PROTECTING BUSINESS OWNER WEALTH

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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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© 2023 CG Financial Services. All rights reserved.

Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.

CG Advisory Services Privacy Policy | Geneos Wealth Management Inc Privacy Policy

You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, 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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