Individuals & Families

What would you like to accomplish?

When it comes to your financial future, the time to take action is now. CFG offers comprehensive financial planning, a range of investment strategies, and insurance options. We partner closely with your advisor, providing them with the tools and resources needed for top-notch advice. Our team-based approach and integrated planning simplify wealth management. Through this collaboration, we support your financial goals and informed decision-making, ensuring your financial future is well-prepared.

Explore Our Personal Planning Offerings

    • Fee-Based Planning

    • Asset Allocation Analysis

    • Retirement Income Planning

    • Education Funding Strategies

    • Budget & Cash Flow Analysis

    • Complete Risk Management Analysis

    • Estate Tax Projections

    • Tax Minimization Strategies

    • Advanced Gifting Techniques

    • Family Business Integration

    • Philanthropic Planning Ideas

    • Trust Services & Asset Management

    • Securities Brokerage Services

    • Access to Institutional Managed Money Platforms

    • Passive Investments

    • Alternative Asset Offerings

    • Tax Efficient Strategies

    • Fixed & Variable Annuities

    • True Diversification Strategies

    • Comprehensive Retirement Income Strategies

    • Life Insurance

    • Disability Income Insurance

    • Long Term Care Insurance

    • Guaranteed Income Annuities