Financial Planning

Many people find the process of personal financial planning a complicated and time consuming task and often get frustrated at the thought of always "planning" for their financial lives rather than "living" their financial lives. 

Achieving both is not only desirable, but possible with our help.

We call it CFG WealthCARE Management -  A simple, straight-forward approach to helping you plan effective strategies to make smart decisions about your financial lives now and for the future.

Our personal financial planning process is designed to help you identify what is important to you financially, build a realistic framework for making smart financial decisions, and help you reduce the time it takes to manage your financial lives.

Here is how we implement our 5-step financial planning process:

We Listen and start with your financial goals, dreams and circumstances such as:

  • just starting out, getting married, starting a family
  • buying a home, saving for college
  • changing jobs, starting a business
  • planning for retirement, caring for an aging parent
  • evaluating employee benefits
  • nearing or entering retirement, preserving your estate
  • loss of a spouse, getting a divorce
  • planning for business succession, financial windfalls


We Analyze and evaluate your financial condition to include:

  • cash, debt and risk evaluations
  • asset allocation and management strategies
  • retirement accumulation and distribution strategies
  • estate preservation


We Communicate and show you strategies to help get to your goals.

We Support and help implement your financial strategies and plans.

We Guide and help you through changes in your financial life.

We encourage you to contact us to see how our financial planning services and our cutting edge technology can help you achieve your financial life planning goals. 

*Securities offered through Royal Alliance Associates
Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.