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Home > Personal Financial Services Old > Protecting Your Family

Protecting Your Family

It is important to protect ourselves and our families as we build wealth over time. Insurance helps us transfer the risk that a catastrophe can have on our life and financial plan. We conduct a comprehensive insurance analysis on the following types of insurance to ensure you have the right policies that work for your goals:

  • Life Insurance
  • Disability Insurance
  • Asset-based Long-term care
  • Fixed and Indexed Annuities

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Find Your Golden Years: Insured at Every Stage

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Find Your Golden Years: Insured at Every Stage

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Protecting Your Family

How to Start the Family Caregiving Discussion

Read the full article here: How to Start the Family Caregiving Discussion

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Ensuring Your Legacy, Protecting Your Family

Blended Families and The Role of Life Insurance

In today's society, blended families, where at least one parent has children not genetically related to the other spouse or partner, are increasingly common. This family structure has its dynamics and challenges, especially regarding financial ...

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4 STRATEGIES FOR PROTECTING BUSINESS OWNER WEALTH

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  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Insurance
  • Business Financial Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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© 2025 CG Financial Services. All rights reserved.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Jonathan Cohen is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, 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.

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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.

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4 Strategies for Growing and Protecting Business Owner Wealth

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Find Your Golden Years: Insured at Every Stage

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Four tips to help employees reach their maximum retirement potential.

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Most IRS audits are selected at random. Are you prepared?

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Are you fully utilizing the power of health savings accounts (HSAs)? Read about the HSA "tax trifecta."

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Do you know how your auto insurance premium is determined? Learn how you can get the best rate.

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Have you taken the proper steps to protect your estate? Consider these strategies.

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Are you at risk of incurring tax penalties? Learn how to avoid these common tax errors.

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Download our Guide for Parents with a Special Needs Child

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