Services
Financial planning and investment advice focused on retirement.
Our financial planning and investment advisory services are provided with the intent of creating predictable income stream that will last your lifetime.
FINANCIAL PLANNING
Income plans without excess risk.
If you have long-term financial goals, you need to have a financial plan tailored to fit your unique situation. At CFG Retirement, we make financial plans that do more than help our clients grow. Our plans help our clients protect their assets from market downturns and make them better be prepared for financial emergencies.
INVESTMENT ADVISOR
Advice that helps protect your assets.
Our investment advisory services are designed for individuals looking for a strategy that returns a consistent income without unnecessary risk. We’ll help you identify your financial goals, develop a plan that helps you reach them, and re-organize your investments to make them easier to manage.
RETIREMENT PLANNING
Long-term planning that helps manage uncertainty.
Having a long-term retirement plan in place can help mute the dangers of life’s unpredictability. However, planning for such a major life event can be daunting, and it is tempting to procrastinate about it until it’s too late. We can help you put together a retirement plan backed by decades of experience.
Frequently Asked Questions
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I'm worried about the market. What should I do?
First thing is to understand how much you can lose and maintain your lifestyle. The second is to find out if you current investments can possibly lose that much in the next market downturn by doing a risk and history analysis.
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How can I make sure my money doesn't run out?
There are a lot of factors that can cause someone to run out of money in retirement. Inflation, taxes, healthcare, lifestyle and regular living expenses are all contributors. Creating a plan for income as well as knowing which account to draw from it is crucial.
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Can I invest in a way that cuts my taxes?
YES! It isn’t just about the investments you use, it is the financial tools that are available to you to use to make things more efficient.
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Are taxes a major expense for retirees?
One of the biggest expense surprises to those in retirement is taxes. Most haven’t had to plan around taxes since their taxes were taken out of their paychecks automatically.
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How do my investments work with my financial plan?
In retirement, your investments most likely will have to provide you some income. That means they should work with your distributions, taxes, and most importantly, the right risk.
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Do I have enough money to last through my retirement?
The only way to know is by creating a retirement plan that helps to look at many different scenarios and that you have saved enough relative to how much you are saving.
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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.