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Planning tomorrow...Today at Certified Financial Group

Case Study #1

Leave a Comment / Case Studies / Donny Morehouse

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about Certified Financial Group, Inc.

Since 1976, professionals at Certified Financial Group, Inc. have delivered retirement planning and investment management, providing peace of mind to countless families across the country for a fee. With 16 Certified Financial Planner^® Professionals under one roof, CFG is one of the oldest and largest independent financial planning firms in Central Florida.

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Form ADV Part 2A

Have peace of mind knowing your money stays with established institutions you can trust:

Fidelity & Charles Schwab

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RETIREMENT PLANNING
FINANCIAL PLANNING
INVESTMENT PLANNING
SOCIAL SECURITY PLANNING
ESTATE PLANNING

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It’s never too late (or too early) to start planning your financial future!

1111 Douglas Ave
Altamonte Springs, FL 32714
+1 407-869-9800
Plan@FinancialGroup.com

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Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.