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About Certified Financial Group, Inc.

The Certified Difference! ®

Experienced.

CFG’s roots date back to its start in Central Florida in 1976. Through its affiliated Registered Investment Advisor, Certified Advisory Corp, our professionals have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area, and our CFP® professionals have nearly 300 years of combined experience.

Knowledgeable.

Our CFP® professionals are trained in all areas of financial planning. We adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional, allowing us to provide the most comprehensive and up-to-date advice. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation.

Focused On you.

When it comes to managing your money, there’s a world of difference between a stockbroker and an investment advisory representative. One works for the firm. The other works for you. An investment advisory representative must serve as a fiduciary.

financial services

For Individuals

Retirement Planning

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. 

Financial Planning

Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach. 

Investment planning

In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical. 

Social Security planning

We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.” 

Estate planning

Our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients legal assistance right here in our offices. 

For Employers

Employer-Sponsored Plans

Through Certified Benefits Corp, we design and manage retirement plans for corporations, not-for-profits, and government entities. CBC offers a distinctive combination of an SEC Registered Investment Advisor* and a state-of-the-art Third Party Administrator/Recordkeeper. Together, this creates The Certified Difference!®.

MANAGING YOUR RISK AS AN EMPLOYER

Workshops

Financial Planning Workshops in Orlando

Memberships/Awards

Case Studies

Financial Planning Case Studies

Does this sound like you? Let us guide you through life's journey toward financial peace of mind!

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