Having the guidance and perspective of a seasoned, trusted professional gives your business an edge while helping you and your employees reach financial goals.

Those goals are important to you, and they’re important to us, so we offer business services to help you reach them. 

CFG offers several business services to owners including retirement, estate, and financial planning. We can also assist wih business succession planning, customized executive benefits creation (“Golden Handcuffs” for key employees, for example) and more.