July 13th, 2022
Hello to all,
As we approach the start of the summer season, I wanted to provide a mid-year update on the progress CG Financial Services continues to make in 2022. We have faced some macroeconomic factors to start 2022 and we are positioned to help you navigate these rough waters. We have seen a change in federal policy focused on taming inflation and tightening money supply, a war in Europe, and continued division on the political front. While all of these create immediate concerns across the world, these are not the only times we have faced difficult, if not similar challenges. We are highly focused on helping you build a strategic plan to achieve financial security and success through the different life cycles we will face. Our leadership, advice teams, and operations groups continue to work on helping you achieve your goals and making sure you continue to make the right choices along the journey.
Exciting Progress As We Grow
INVESTMENT IN PEOPLE
It is exciting to share with you several new members to our team since the start of 2022! Below is a list of these new members by office location and division:
Sherry Bennett, Insurance Services
Julia Kloeckner, Office Administration
Patrick Rhadigan, Business Services
Anthony Bagneschi, Wealth Management
Brent Bruggink, Business Services
Dustin Hull, Legal Counsel
Stefani Pomranky, Wealth Management
Ashley Musselman, Wealth Management
Dylan Wade, Wealth Management
Ryan Asher, Investment and Trading
Nicole Kane, Investment and Trading
Austin Inman, Wealth Management
INVESTMENT IN TECHNOLOGY
With the continued innovation in technology to support the financial services industry, we are focused on our goal to better integrate these systems. This will help us deliver a better client experience focused on your needs and goals, while also making sure that your data is secure and up to date.
Soon, we will be sending you a secure link via email allowing you to update your personal information so we can ensure timely and accurate delivery of all vital information moving forward. We want to be sure we send you relevant material tailored to your specific needs, while also keeping you informed of the trends we see as important to your future.
The investment in people and technology is essential for us to continue to stay at the forefront in providing your life-centered planning and unique client experience. Technology allows our people to continue to advance their knowledge and innovation while focusing on your needs and goals. Allowing the automation and digitization of technology provides less error and delay in implementation, and we believe both are extremely critical to helping you achieve long term success.
NEW TOOLS AND DELIVERABLES TO ASSIST IN THE ORGANIZATION OF CLIENT INFORMATION
In our last update we talked about the development of our secure online portal, CG Wealth Access. Having a secure document vault allows us to upload our new and improved legacy and family asset protection templates, providing the relevant stakeholders and summary details as two components of your lifestyle plan. This, along with investment, asset, and liability data provides the visibility to adapt and monitor those lifestyle plans more efficiently and effectively as you go through life changes.
By having your information organized and summarized in a highly visible format, it will allow you and us to identify areas that need attention much sooner, helping you to make informed decisions much more effectively. Together, we will work to solve the problems of the future.
Behind the scenes, our operations team continues to work tirelessly to enhance the services we provide. This does not come without a fair share of challenges. We want to make sure you know we are aware of these challenges and that our focus is to overcome them and remove any inconvenience you have experienced. The following is a summary of the initiatives our team has implemented this past year.
A new scheduling system Calendly to help better coordinate multiple calendars electronically while providing our client service team with a more efficient means to schedule client meetings.
A new digital client signature process through DocuSign for the companies that will accept electronic signatures.
A more enhanced and secure document management system through Finity360 Docs to help organize and automate the flow of documents from intake through completion to secure storage.
We are excited about the foundation being laid operationally to solve the problems of the future and will continue to keep you abreast of this roadmap as we enhance our systems.
By enhancing our scheduling, digital signature, and document workflow systems, we will free up our advice and relationship management teams to better assist with your ongoing advice and lifestyle planning needs. Our focus is to pay more attention to the things that matter and allow technology to automate the functions necessary to ensure a better overall client experience.
In closing, I would like to thank all of you personally for your continued trust and support. At CG Financial Services, we are committed to having a culture of knowledge, innovation, and authenticity that helps deepen relationships with our clients, employees, and the communities we serve. We hope you have a wonderful summer leading to a successful and fulfilling finish to 2022.
JEFFREY J. CASEY
President, CG Financial Services