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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The ABC’s of Auto Insurance
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Five strategies for managing your student debt.
At what point can you call a personal vehicle commercial?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.