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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 400 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
MANAGING YOUR RISK AS AN EMPLOYER
Every Saturday from 9 to 10 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from Certified Financial Group host “On the Money!” For almost 30 years, On the Money has been Central Florida’s most listened to financial, call-in radio program on NEWS 107.3FM & 580AM WDBO and now on FACEBOOK LIVE.
Listen to replays of the show on Saturdays and Sundays from 7 to 8 a.m. on NEWS 107.3FM & 580AM WDBO.
Click the link below to listen live on Saturdays
Workshops
Financial Planning Workshops in Orlando
Social Security Planning: Basic Rules and Claiming Strategies
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
The New Retirement Rules: Understanding Secure Act 2.0
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
LIVE: How Tax Planning Changes through Four Stages of Retirement
Village On the Green
500 Village Place, Wekiwa Springs, FL 32779