Financial Planning Services
Comprehensive financial planning is meant to eliminate confusion by identifying how assets and goals complement each other during the different stages of life.
However, large financial plans may leave a person overwhelmed, potentially leading to a greater risk that key parts of the plan will remain unimplemented. Although the accuracy and thoroughness of a financial plan is important, prioritizing a plan into manageable steps can be just as valuable. CFG can help you navigate financial planning from setting a foundation to transferring assets to the next generation.
Financial Planning with CFG
62 Walnut Street
Wellesley, MA 02481