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.
Insights on Business Owners
Fee Litigation with an Odd “Twist”
A recent class action lawsuit highlights an often neglected but important item of fiduciary concern. The plaintiffs in this case have asserted claims for breach of the fiduciary duties of prudence and failure to monitor ...
Read MoreEarly Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help
Albert Einstein may not be remembered as a finance expert, but he seems to have had a bead on the power of smart investing. When asked what mankind’s greatest invention was, he’s reputed to have ...
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