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.
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.
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.
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.