At CFG Wealth Management, LLC, and CFG Insurance Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We’ll also help to answer your questions, including:
- Can I retire early?
- Do I have an income plan that will allow my assets to live as long as I do?
- Will healthcare potentially cripple my retirement plans?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Five strategies for managing your student debt.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
When considering life insurance, it's important to understand your options.
When to start? Should I continue to work? How can I maximize my benefit?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.