Financial Planning

“To know what to do is wisdom. To know how to do it is skill. To know when to do it is judgment. To combine them all with service is our mission.”

Our Process

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.

Through our SEC registered investment advisory firm*, Certified Advisory Corp, we offer Financial Planning and Asset Management for a fee. This allows us to prioritize and address your needs without being influenced by house products or commissions. Our process works in the following phases:

No-Obligation Visit

Because financial needs and concerns vary from one family to the next, the planner with whom you meet will conduct a personal interview to determine the time required to develop a customized plan for you and your family. There is no charge for this initial meeting.

Your Assessment

At this meeting, you will be able to assess our capabilities, get questions answered and make an informed decision about beginning a long-term professional relationship.

Plan Implementation

Should you decide to proceed, your financial plan will be prepared on site at our office by the planner with whom you meet. It’s a hands-on approach from start to finish and will help ensure that your plan is relevant to your unique needs, concerns and aspirations.

Ongoing Support

Whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, the Certified Financial Planner™ professionals at CFG stand prepared to help you.