INSIGHTS

3 Ways a Financial Professional Adds Value
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3 Ways a Financial Professional Adds Value

Regrets. Bad decisions. Missed opportunities … have you considered the cost of choices — financial, educational, romantic — you’ve made throughout your life? A financial professional helps you have a conversation with your future self, so you make the financial decisions today that future-you will be thankful for.

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3 Financial Steps for Today, This Week, and This Month
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3 Financial Steps for Today, This Week, and This Month

Recent events and ongoing economic problems have many people looking to do something — anything — to feel financially grounded again. Here are some things you can do immediately, in the coming week, and for the month that can help set a direction for your finances.

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How to Help Your Grandchildren Handle Money
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How to Help Your Grandchildren Handle Money

Ask adults whom they credit for helping them to define their sense of self and many will share stories about a beloved grandparent who celebrated their triumphs, guided without judgment, and loved without limit.

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What is it Like Being a Female Financial Advisor?
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What is it Like Being a Female Financial Advisor?

At CFG we are continually building our team and attracting the brightest minds in the marketplace. We are fortunate to have these great women be a part of our culture and organization. Each one is a market leader in their prospective markets and we couldn’t be happier to have them share their individual success stories. With the industry constantly changing, we are proud to have some of the most energetic, intelligent and adaptive advisors in our family.

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Meet Dakota | CFG Advisor
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Meet Dakota | CFG Advisor

We sat down with Dakota Brizendine to discuss how she got her start as a financial advisor, what it was like starting out, and what she enjoys most about her job.

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Easy Ways Parents Can Fight Empty Nest Syndrome
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Easy Ways Parents Can Fight Empty Nest Syndrome

For a young adult, college is an opportunity unlike any other. For the parents of those children it may be a different story. We put together some other helpful things to do as your child heads off to college.

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