You have goals and want to make smart financial decisions. You value time and relationships and want the advice of a financial professional. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help. You deserve genuine financial advice, as an Accredited Investment Fiduciary we have taken an oath to work in your best interest.
You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience. Ensure your investment strategy aligns with your personal values. CFG Impact utilizes Socially Responsible Investments to provide returns that go beyond dollars and cents.
You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience. Ensure your investment strategy aligns with your personal values. CFG Impact utilizes Socially Responsible Investments to provide returns that go beyond dollars and cents.
Services
I started my career as a financial advisor working for a large brokerage firm. I realized they were only interested in how to make more money for the firm rather than for clients. I decided that had to change. In 2012, I started my own wealth management practice, now Carlisle Financial Group, with the idea of putting clients first.
WHAT: We provide you with a no-obligation financial assessment based on your specific goals. For example, we can show you how to improve your retirement success rate or how to reduce your tax bill. WHY: To help you evaluate the value of our services and to determine if we are the right fit for your needs.
Our unique financial planning-led approach considers income, taxes, retirement goals, estate plans and current assets to create a holistic plan that's customized for you. Together, we'll use research-based tools and sound investment strategies to create a clear picture of your financial life. The result is your ability to be confident in your plan and approach the future with optimism.
We can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and employees, but also of you and your family. Establishing a retirement plan for you and your employees can help you reach both your personal and your business goals. We work hard to give employees the tools and resources to make prudent financial decisions that help them live the life they want for years to come.
You want to avoid costly mistakes when it comes to your benefits and retirement decisions. Most financial firms don't understand your Federal benefits and don't know how to address them. Most agency retirement seminars don't offer individual financial planning services and advice. Best of both worlds!
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