The CFG Approach

For private clients, CFG working with our strategic partners at ValMark Advisers, are differentiated by a genuine desire to fully understand your lifestyle, financial and legacy goals and to be mindful of the uniquely personal values and circumstances that shape them. As part of getting to know you, we'll also strive to understand how you think and feel about money and investing.

For trustees and advisers, we bring our skills to help you comprehensively serve your clients' needs and solve problems with you.

We are a team of professionals dedicated to financial well-being. Our team was founded on the premise that successful wealth management should be focused on a holistic, client-centered perspective; one that aligns financial resources with your long term needs.

While we provide a wide range of services, we view ourselves primarily as financial educators and coaches; guiding you to better understand wealth accumulation and protection. As an independent firm, we are always objective and unbiased; not tethered to proprietary products or aggressive sales goals.

Our professional passion is focused on developing long-term relationships built on trust, mutual respect and an unwavering fiduciary commitment to placing your best interests at the forefront of everything we do.

While always monitoring markets and product performance, we take a long-term view and evaluate performance against progress toward achieving clients' goals. 

 Whether planning, investments or insurance, we have a simple guiding principal: The Golden Rule. 

Ultimately, the best measure of success is helping you. We work for you.