Our goal is to help you develop clarity about your financial goals, gain the confidence to implement your strategy, and stay in control over your finances for life.

Let’s start with you.

Where are you in life? Choose from the options below to learn more about how CFG can help.

If you’re new to managing your money, just getting by from month to month may be enough to worry about. But you may be asking…

  •  Besides having a credit card, what does credit mean for me?
  •  How do I stay out of debt?
  •  What’s the difference between saving and investing? How do I make my money grow?
  •  Do I need to start funding a retirement plan now?

There are a lot of ways to manage your money. Some will set you up for long-term success. From paying off student loans to your first investments, we can help you understand the basics, so you can make more informed financial decisions and stay in control of your finances.

Whether you’re focused on your career, building a family, or both, you’ve got a lot on your plate right now! With your busy schedule and all of life’s surprises, coordinating your investments for retirement may not be high on your to-do list.

  • How much do I need to save for retirement? What’s the best way for me to save?
  • How long will I need to work?
  • Is it the right time to buy a house? A car?
  • Will I be able to send my child to college?
  • How will a job change affect my retirement?
  • If I haven’t started planning for retirement, is it too late?

As your career winds down and you look toward the future, are you wondering whether you’ve done everything right?

  • Am I on track for retirement?
  • Have I made the right investment choices?
  • Am I maximizing my social security benefits?
  • Do I still need life insurance?
  • Can I afford long-term care?

If you’re already retired, sometimes you may worry whether you’re on the right track.

  •  Is my retirement on track?
  •  Will my money last?
  •  Am I withdrawing my money in a sustainable way?
  •  Will my spouse be okay?
  •  Can I leave a legacy?

If you run a business, you care about your employees, your company, and your bottom line.

  • Is my corporate retirement plan designed to help my employees AND my company?
  • As an employer, is my corporate retirement plan meeting fiduciary obligations in order to reduce my risks and liabilities?
  • Am I minimizing my business’ taxes in order to maximize income?