CG Financial Group, LLC
Honesty, Integrity, and Doing What’s Right
Financial Professionals: Serving Broker Dealers, RIAs, Reps, and insurance agents across the United States. If you want to take your business to the next level with the finest sales training, case-design, technology, and support, you have come to the right place! We are one of the fastest growing Independent Marketing Organizations (IMO) in the country for good reason!
Consumers: We also work with consumers that seek unbiased and straight-shooting advice from an INDEPENDENT financial professional; i.e., somebody that is not heavily incentivized to “sell you” one product over another. If you want somebody that is going to try to “sell you” a “product”, that is not us. We offer our consumers everything from comprehensive financial plans down to something as simple as term life insurance quotes – and everything in between!!! Our company’s success is derived from our very methodical seven-step process that we walk our clients through that consists of vast quantitative and qualitative analysis. Your retirement success is too important for us to not take seriously!!!
At CG Financial Group we are unique in our knowledge of the various financial vehicles, tax strategies, and planning opportunities that exist. Not all financial services professionals are multi-faceted with the various options that are available to their clients. One financial professional may favor insurance products over retirement products. Another may favor just retirement planning and leave out the protection component. Or, the financial professional may offer “proprietary products” that get favored over the product that is most suitable for the client. At CG Financial Group we have no “proprietary products” and we believe that a financial professional should have deep knowledge of the myriad of planning opportunities that exist for consumers and business owners.
There are very few things in life as important as protecting your family or planning for a financially secure retirement. Do not leave this task to a financial professional that lacks experience and/or is going to try to “sell you something” that is not in your best interest. We have decades of experience and we take our work just as seriously as our clients do. Work with the best!