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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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INSIGHTS ON RETIREMENT PLANS

Periodically Evaluating Retirement Plan Providers

Business Owners,  Retirement Plans
Retirement Plan Committees must perform a structured evaluation process   Employer retirement plan committees hold a significant responsibility in managing and overseeing retirement plans. One of the critical aspects of this oversight is the periodic and formal evaluation of all plan providers, including recordkeepers, advisors, and other service providers. Let’s delve into the importance of […]
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Tips to Planning Your Purposeful Retirement

Retirement & Lifestyle Planning,  Retirement Plans
Three science-backed avenues to retirement enrichment and fulfillment Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career’s demands is welcome, retirees soon find that the keys to living well in this new phase are engagement and purpose. Research consistently shows that having a sense […]
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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
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  • 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.

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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