Vince Oldre started CFG Retirement (formerly named Assured Retirement Group) after he wanted to follow his fathers foot steps, Eldon Oldre. Eldon founded CFG Insurance Services in 1974 and was among the first advisors to use technology to make retirement plans. In 2001, Eldon developed throat cancer and survived. Shortly after in 2003, he sold to Associated Bank as Vince was only 17 at the time. Vince is continuing his fathers legacy and renamed his company to CFG Retirement to honor Eldon as he passed away in 2021.
Featuring a financial assessment form and a pre-retirement checklist, our complimentary guide will help you determine where you stand and if you’re ready for retirement.
I’m worried about the market. What should I do?
How can I make sure my money doesn’t run out?
Can I invest in a way that cuts my taxes?
Find the answers to these questions and more on the Services page. If you don’t find the answer to your question, contact us or schedule a consultation.
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© 2023 CFG RETIREMENT
Investment Advisory Services offered through Assured Retirement Financial Group, Inc DBA CFG Retirement. CFG Retirement is a Registered Investment Advisory firm with the SEC.
Insurance services offered through Assured Retirement Group, Inc DBA CFG Retirement. Assured Retirement Financial Group, Inc. and Assured Retirement Group, Inc. are affiliated companies.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.