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Home > Business Financial Services > Retirement Plans

Retirement
Plans

Build wealth, reduce taxes, and help employees save for the future with a retirement plan optimized for your business.   We will help design, implement, and maintain a retirement plan customized to your goals and objectives.  Whether that's by maximizing benefits to owners and key employees, maximizing employee engagement, or both, our team will guide you through options to meet your needs.   

As an independent fiduciary adviser, we can work with any retirement plan provider. Our provider benchmarking process evaluates investments, costs, and services offered to find the right provider for your business.  

Once your retirement plan is aligned with your goals, we work with you to develop a service calendar and determine the right number of meetings and interactions with your retirement plan committee and employees.   

Our retirement plan advisory service include:

  • Fiduciary Investment Monitoring and Review 
  • Plan Design Consulting 
  • Employee Education 
  • Plan & Provider Benchmarking 
  • Fiduciary Education & ERISA Guidance 
  • Fiduciary Document Vault 

Ready to take your retirement plans to the next level? Schedule a call today.

Get the Most Out of Your 401(k) Retirement Plan.

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Get the Most Out of Your 401(k) Retirement Plan.

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Insights on Retirement Plans

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Retirement Plans

When Investment Vigilance Becomes a Problem

Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage participants to approach retirement planning proactively by staying on top ...

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Retirement Plans

The Risk of 401(k) Lawsuits

When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could very well be the canary ...

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4 STRATEGIES FOR PROTECTING BUSINESS OWNER WEALTH

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  • Personal Financial Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Insurance
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  • 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.

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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.

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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