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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.
4 Strategies for Growing and Protecting Business Owner Wealth
INSIGHTS ON BUSINESS OWNERS
SECURE Act 2.0: Key Changes
Business Owners
To most, the SECURE Act 2.0 appeared to predominantly outline optional changes that go into effect over the span of 10 years. However, there are a few mandatory changes taking effect in 2024 that plan sponsors will need to comply with. These provisions require sponsors to work with their advisors, recordkeepers, and providers to develop […]
Read More Connection to Future Self Is Key to Retirement Readiness
Business Owners
The relationship we forge with our future selves can greatly impact financial decision-making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging revealed that subjects with a stronger connection to their future selves were more likely to delay gratification and make more prudent financial choices. But how can plan […]
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