Despite the unpredictable landscape of tax rates and regulations that Congress may change, it's crucial to prioritize retirement planning. Read our latest blog for tips on how you can navigate this uncertainty. #FinancialAdvisor #CGFinancial #FinancialServices
CG Financial Services
金融服务
Haslett，MI 914 位关注者
Guiding individuals and businesses through life’s changes with financial expertise, wisdom, and resources.
关于我们
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- 网站
-
https://www.mycgfinancial.com
CG Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Haslett，MI
- 类型
- 合营企业
- 创立
- 1999
- 领域
- Financial Planning、Retirement Savings、Group Benefits Provider、Financial Advising、Life Insurance、Tax Planning、Executive Benefits、Employee Benefits、Estate Planning、Retirement Plans、Business Insurance、Business Planning和Business Transitioning
地点
CG Financial Services员工
-
Jeb Burns
Institutional Investor | Business Strategist | Independent Board Member
-
Andrew Orr
Executive Leader, Chief Financial Officer, Chief Operating Officer, Strategic partner, Board member
-
Laura Farmer
CG Financial Services - Accounting Coordinator/PR Administrator
-
Clark Grinde
Financial Planner and Advisor at CG Financial Consulting
动态
-
Are you looking for financial guidance in the heart of Pinehurst, NC? Look no further! At CG Financial Services, we pride ourselves on offering personalized financial solutions tailored to your unique goals. Whether you're planning for retirement, managing investments, or navigating tax strategies, our experienced team is here to help every step of the way! https://lnkd.in/ede2nAKf #Pinehurst #FinancialAdvisor #CGFinancial #FinancialServices
-
-
Bob has spent over 35 years in HR and recently transitioned to a part-time consulting role. He enjoys golf, traveling with his wife, and spending time with his grandchildren. Now he feels a bit lost navigating the complexities of taxes and Social Security benefits during his semi-retirement. He draws Social Security benefits but is uncertain how his income affects his tax situation and future benefits. He’s also considering taking on freelance work, which raises questions about income thresholds and tax implications. In looking for answers, Bob found CG Financial Services. We #listened and got to work. #MyCGJourney #FinancialAdvisor #CGFinancial #FinancialServices
-
-
Have you enrolled yet? Don't delay! #Medicare open enrollment ends December 7th. Enroll now to avoid late fees and penalties! #FinancialAdvisor #CGFinancial #FinancialServices
-
-
Once everyone is on board, it's time to #Implement your plan. We work with you to put an effective plan into action and continually monitor your plan as changes arise. https://lnkd.in/eSFSQTDn #FinancialAdvisor #CGFinancial #FinancialServices
-
-
As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this year’s clock runs out. #FinancialAdvisor #CGFinancial #FinancialServices
Year-End Countdown: Key Deadlines You Cannot Afford to Miss
tonym-mycgfinancial-com.advisorstream.com
-
Thank you for your service and for protecting the freedoms we hold dear. Let’s take a moment to show our gratitude by sharing stories, supporting veteran-owned businesses, and reaching out to those who have served. #VeteransDay #FinancialAdvisor #CGFinancial #FinancialServices
-
-
The holiday season is upon us, and it’s easy to get swept up in the festivities! But don’t let your financial planning take a backseat. Here we have some year-end tips to help you save on taxes, set new financial goals, and avoid last-minute stress. #FinancialAdvisor #CGFinancial #FinancialServices
The Early Bird Advantage: Why Timely Year-End Planning is Essential
tonym-mycgfinancial-com.advisorstream.com
-
Now that we have looked over all our information, it's time to #Align. We help you make sure your resources are positioned properly so you can achieve your best life. https://lnkd.in/eSFSQTDn #FinancialAdvisor #CGFinancial #FinancialServices
-
-
This is your moment to make a difference! After casting your vote, take a moment to reflect on your financial goals. Are you prepared for the potential changes ahead? If you have questions about how to adjust your financial strategy in light of today’s outcomes, we're here to help! https://lnkd.in/eUzYq8uS #FinancialAdvisor #CGFinancial #FinancialServices
-