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.
Helpful Content
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What to Look for in a Long-Term Care Policy
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Succeeding at Business Succession
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
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Protecting Those Who Matter Most
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Tap Retirement Savings to Fund College?
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An Arm and a Leg
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What to Do When You Lose Your Wallet
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.