CG Financial Services is an integrated team of advisors with a full umbrella of services, providing comprehensive financial planning encompassing in-house retirement planning, estate conservation, tax planning, accounting and insurance expertise. You're working for the peace of mind to take a well-deserved break.
Taking that vision beyond retirement planning, we're looking at the big picture to encompass everything impacting your financial future: health & life insurance, long term care planning, tax planning, education planning, asset management and finally, estate planning. We share your goals, dreams and passions, truly partnering with you to help you live the way you want to.
Taking that vision beyond retirement planning, we're looking at the big picture to encompass everything impacting your financial future: health & life insurance, long term care planning, tax planning, education planning, asset management and finally, estate planning. We share your goals, dreams and passions, truly partnering with you to help you live the way you want to.
Services
An independent wealth management company founded in Michigan in 1999 by Tony Mazzali and Mark Parker. CG Financial Services is an integrated team of advisors with a full umbrella of services, providing comprehensive financial planning encompassing in-house retirement planning, estate conservation, tax planning, accounting and insurance expertise.
Upon becoming eligible to participate in your company's 401(k) plan, participants are asked to select investments, contribution rate and to indicate a beneficiary designation. Retirement plan committees aren't required by ERISA, but they can be extremely beneficial nonetheless - especially for larger plans.
You have worked hard to get to where you are today: Perhaps you have built a large nest egg or maybe you are a little behind. Regardless of your situation our team is committed to designing a plan that is personalized to your goals. If you run a business in Michigan, you need insurance to protect your financial and legal health and avoid complications.
Though retirement plans are all about the future, their reality is grounded in today. At CG Financial Services, we understand that establishing and managing your organization's plans require you to balance tomorrow's goals with today's needs.
Working closely with you, our advisors examine our selection to build an integrated plan that's appropriate for your organization, then serve as your local liaison to help optimize the employee experience with education, one-on-one meetings, key employee planning and seminars.
Working closely with you, our advisors examine our selection to build an integrated plan that's appropriate for your organization, then serve as your local liaison to help optimize the employee experience with education, one-on-one meetings, key employee planning and seminars.
If you run a business in Michigan, you need insurance to protect your financial and legal health and avoid complications. However, sorting through the many policies may seem confusing if you aren't sure what you want. Thankfully, we at CG Financial Services can gauge the different policy choices to find one that works for you and meets your unique needs.
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