Personal
Financial Services
Your journey is important to us. We strive to understand your story so you can live the best life possible with the resources you have.
A guide to maximizing your return on life:
- Understand your past, present, and future experiences and perspectives on money
- Align your financial means to efficiently grow investments, reduce taxes and protect wealth with an adaptive and agile plan
- Have real conversation without the financial jargon
- Navigate through life’s transitions with personal financial advisors who understand your values and the purpose behind your life plan
WHY CHOOSE CG FINANCIAL
Expert, Independent
& Objective
We offer our combined expertise, credentials, and
intelligence to provide you with the experience you value
and expect.
FIDUCIARIES
Serving your best
interest.
Certified Financial Planners
The standard of excellence
in financial planning.
INDEPENDENT
Not limited to any
specific investment or
insurance company.
Our Process - A holistic approach based on your financial goals
1
Understand
We take the time to get to know your story so we can help you identify the lifestyle you want to enjoy.
2
Organize
We strive to bring order to your financial life.
3
Analyze
We determine your lifestyle goals and identify potential risks to ensure your plan is set up for success.
4
Align
We help you make sure your resources are positioned properly so you can achieve your best life.
5
Implement
We work with you to put an effective plan into action and help to monitor the plan ongoing.
Your Financial Buckets
A "bucketing" approach to investing your assets divides your savings
into investments with distinct purposes, tied to your personal life goals.
Preservation
Expected to distribute within 5 years.
Focus on preservation of value.
Income
Distributions expected between 6 to 12
years. Income and reduced volatility
investments.
Growth
Distributions not needed for 12+ years.
Long-term capital appreciation.
Talk with an Advisor
Interested in learning more about becoming a client?
Individual Investors
(517) 899-4759
Retirement Plans for Employers
(517) 899-2357
Home, Auto, & Business Insurance
(888) 984-2365
Current Client or General Inquiries
(877) 807-2079
info@mycgfinancial.com
Check the background of this investment professional on FINRA’s BrokerCheck.
Message Us
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