At CG Financial Services, we're not just about helping you achieve your financial goals - we're committed to creating a lasting impact that spans generations. That's why we're dedicated to providing personalized guidance and support, a service that can truly make a difference in helping you achieve your financial dreams. Ready to start building a brighter financial future? Let's work together to make it happen! Book a consultation with us today and take the first step towards achieving your goals: https://hubs.la/Q02CKtJB0 #FinancialAdvisor #Haslett
CG Financial Services
Financial Services
Haslett, MI 811 followers
Guiding individuals and businesses through life’s changes with financial expertise, wisdom, and resources.
About us
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, Virginia, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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https://www.mycgfinancial.com
External link for CG Financial Services
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Haslett, MI
- Type
- Partnership
- Founded
- 1999
- Specialties
- Financial Planning, Retirement Savings, Group Benefits Provider, Financial Advising, Life Insurance, Tax Planning, Executive Benefits, Employee Benefits, Estate Planning, Retirement Plans, Business Insurance, Business Planning, and Business Transitioning
Locations
Employees at CG Financial Services
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Jeb Burns
Institutional Investor | Business Strategist | Independent Board Member
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Andrew Orr
Executive Leader, Chief Financial Officer, Chief Operating Officer, Strategic partner, Board member
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Laura Farmer
CG Financial Services - Finance Associate/PR Administrator
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Clark Grinde
Financial Planner and Advisor at CG Financial Consulting
Updates
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Our team at CG Financial Services is dedicated to matching you with the policy that's perfect for your situation. And, as a Michigan-based company, you'll always have a real person to talk to who understands your needs. Ready to get started? Book a consultation with us today and let's get you the coverage you need! https://hubs.la/Q02CKqkx0
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Did you get it right? Knowing and periodically reviewing your net worth is important to stay on track toward your financial goals. Our financial advisors can help you understand your net worth and the next steps for your unique needs. Contact us today to schedule a free consultation! https://hubs.la/Q02CKfbk0 #FinancialAdvisor #Michigan
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Did you know that term and whole life insurance have different benefits and drawbacks? Here's a breakdown of the key differences: Term: • More affordable than whole life insurance • Only lasts for a certain number of years (e.g. 10, 20 or 30 years) • No cash value component • Only provides death benefit coverage • Can be converted to a permanent policy or renewed for another term Whole Life Insurance: • More expensive than term life insurance • Provides lifelong coverage as long as premiums are paid • Includes a cash value component that can be borrowed against or withdrawn from • Can be used for long-term financial goals, such as retirement or college savings • Can be used as a tax-free source of funds in retirement Ready to learn more about your options? Our experienced advisors are here to guide you, helping you understand how life insurance fits into your overall financial plan. They can provide the support and expertise you need to make the right decision for your future. Call today to schedule a consultation! https://hubs.la/Q02CKfb50 #FinancialAdvisor #FinancialPlanning #InsurancePlanning #Wilmington
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Are you near Williamston, MI? Ready up your financial game? Christian Whitehead is a Certified Financial Planner and wealth manager based in Michigan, who is married with a little girl. When not helping clients achieve their financial goals, Christian enjoys spending time with family and being outdoors. Reach out to Christian today at [email protected] or 517-339-7662 Not in Williamston? We can help you wherever you are: https://hubs.la/Q02CKpPv0 #Williamston #FinancialAdvisor
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2021 was another year of milestones as we celebrate our 25th anniversary this year! It was the year that CG Financial Services surpassed $3 billion in AUM! This achievement is a testament to our commitment to delivering exceptional investment solutions to our clients. A huge thank you to our team, partners, and clients for their hard work and trust. Read our entire history here: https://hubs.la/Q02CJS_S0 #25thAnniversary #OurCGJourney #FinancialAdvisor #Growth #ClientFirst
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Remember Emily? In her initial meeting with CG Financial, she shared her top four goals: ✅Retire comfortably by age 65 ✅Ensure her children's education expenses are covered ✅Travel and enjoy hobbies in retirement (she wants to go to Machu Picchu) ✅Maintain a comfortable lifestyle without sacrificing financial security Emily's advisor put together a comprehensive plan which included: ➡️Guidance on how to maximize tax benefits and minimize penalties ➡️Recommendations for a range of investment options, including index funds and ETFs ➡️A thorough analysis of her retirement accounts and suggestions for optimization ➡️An education savings plan that factored in taxes and cash flow management Empower yourself just like Emily did! Reach out to one of our #FinancialAdvisors today: https://hubs.la/Q02CJT2C0 #MyCGJourney
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Today, we celebrate the spirit of freedom and independence that has always defined our great nation, and we remember all those who fought for that freedom. We wish you a day full of celebration, good food, and time with those you love most! 🇺🇸🇺🇸🇺🇸🇺🇸 #IndependenceDay #FourthOfJuly #FinancialAdvisor #Freedeom
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Did you know that 1 in 5 401(k) accounts is unclaimed? Don't let your employees' retirement savings go missing! Learn how to locate and reunite with missing participants and strengthen the integrity of your employer-sponsored plan in today's blog: https://hubs.la/Q02CJnc60
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CG Financial Services reposted this
🌟 At CG Financial, our purpose is to expertly and passionately guide our relationships towards lifelong success through financial security. Let us help you achieve your financial goals and secure your future. Contact us today to schedule a consultation. https://hubs.la/Q02yHgCB0 #FinancialSuccess #CGFinancial #FinancialAdvisor
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