CG Financial Group, LLC is an innovative and fast-growing financial services firm that is located in Johnston, Iowa. CG Financial Group was created by our founder - Charlie Gipple - after twenty years of corporate leadership experience in the financial services industry. He founded this firm because after two decades of coaching financial professionals and consumers in the areas of retirement planning, insurance planning, college planning and small business planning, he recognized there were opportunities to stand out among the competition with our customers.
At CG Financial Group we serve two customers:
We at CG Financial Group, LLC pride ourselves on honesty, world class service, unique knowledge of the various insurance and retirement strategies, and our ability to take the complicated world of finance and simplify it for our customers, whether it be consumers or financial professionals. We are in this for the long-haul and sustaining our strong reputation is paramount to our success.
CG Financial Group, LLC has three very simple guiding principles in how we help with your retirement planning, college planning, business planning and/or life insurance:
“Simplifying Financial Security” for retirees and pre-retirees requires a thorough understanding of the economy, retirement strategies, taxes, social security, asset protection and business planning. With over two decades of experience in financial services, we at CG Financial Group, LLC have this knowledge.
For more information on how we serve you and "Simplify Your Financial Security", click below to navigate to the "Consumers" page.
As an IMO, our aspirations are high as we have set out to become one of the largest IMOs in the country over the next decade. This can only be done by adding value to your practice.
Over the last twenty years, our founder - Charlie Gipple - has worked as a coach for thousands of agents, registered reps, broker dealers, CPAs, advisors and marketing organizations and has built these relationships that he cherishes. We now work with these professionals as their IMO to elevate their businesses to new heights.
Charlie has not only spoken at large agent events as a keynote speaker, he has also conducted hundreds of client seminars over the years and he knows what works and what does not! Thus, CGFG's mission is to transfer this knowledge to you, the agent/advisor.
One of the many attributes our financial professionals like about us is: unlike many other IMO's, we personally produce ourselves. This means that the product strategies, tax strategies and ideas that we communicate to you are based on proven real-life experiences with the end consumer. In essence, we eat what we cook!! Many times, what looks good on paper does not work when applied. We actually apply our ideas; and are quite good at it!
When we combine this experience with the end consumer along with 20 years of coaching MDRT level financial professionals on a national scale, there is a powerful combination of knowledge we can transfer to you, the financial professional!
Being a GA/IMO requires so much more than providing product specs! Although we know life insurance, annuities and long-term care very well, there is much more value in what we offer.
For more information on how we serve our financial professional clients, click below to navigate to the"Financial Professionals" page.
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