Balancing family expenses, mortgage, debt, emergency fund, retirement savings, college planning, sustainable retirement income strategies, and social security claiming strategies can be quite complex. CFG will help you navigate through this very complex financial life. All 3 models will move to a defensive allocation when specific, pre-determined volatility triggers are met.
CFG has designed growth-oriented portfolio options for employee-participants across multiple risk tolerances. Additional investment ETFs are also made available for participants who wish to have more control over their own portfolios. At Creekside Financial Group Inc., we understand that you have many choices when it comes to partnering with a financial advisor.
CFG has designed growth-oriented portfolio options for employee-participants across multiple risk tolerances. Additional investment ETFs are also made available for participants who wish to have more control over their own portfolios. At Creekside Financial Group Inc., we understand that you have many choices when it comes to partnering with a financial advisor.
Services
At Creekside Financial Group Inc., we understand that you have many choices when it comes to partnering with a financial advisor. As a locally-owned firm, we want you to know that we are committed to serving and contributing directly to our common, local community. We also understand that trustworthiness, competency, and excellent client service are not only expected, but demanded of your financial advisory firm.
CFG uses a very specific, proprietary process flowchart involving retirement goals, income sources, current assets and debt, family dependents, big purchases, legacy, estate planning and more to properly develop a "game plan" along with investment and distribution strategies to reach your retirement goals.
CFG Retire Shield is our proprietary model portfolio series consisting of either an aggressive, moderate, or conservative asset allocation. All 3 models will move to a defensive allocation when specific, pre-determined volatility triggers are met. CFG Retire Shield measures monthly market volatility to determine whether the model asset allocations will hold a growth allocation or defensive allocation during the next month.
Do you need a will or a trust or perhaps both? The answer depends on your assets and family circumstances. There are endless scenarios that may recommend one or both, such as blended families from second marriages, assets above the estate tax exemption, a special needs child, etc. Our advisors have relationships with local, estate law attorneys who will assist in the process of securing your family assets the way that YOU wish to direct them.
Low Cost*: As a fiduciary 3(38) advisor, our primary goal is to keep all employer-sponsored and employee-participant fees as low as possible. Heavy fees can have a significant impact not only on the employer's bottom line, but also in the long-term accumulation of the employee's account value. One of the most hidden fees within these plans is the investment expense ratio.
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