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Home > Business Services > Business Owners

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.

What is a retirement plan advisor and why should you hire one?

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What is a retirement plan advisor and why should you hire one?

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Insights on Business Owners

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Business Owners

Have You Met Your Match?

Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The study’s results show that the match matters most, as the ...

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Business Owners

Safe Harbor Options

401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure that a company’s plan does ...

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Common Tax Errors To Avoid

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  • About You
  • About Us
  • Meet Our Team
  • Locations
  • Careers
  • Personal Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Protecting Your Family
  • Protecting Your Assets
  • Business Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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© 2022 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.

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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.

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