Wishing you a night full of peace, joy, and holiday magic! 🌟❤️ #ChristmasEve #FinancialAdvisor #CGFinancial #FinancialServices
CG Financial Services
Financial Services
Haslett, MI 923 followers
Guiding individuals and businesses through life’s changes with financial expertise, wisdom, and resources.
About us
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews Securities offered through LPL Financial, Member SIPC. sipc.org Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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https://www.mycgfinancial.com
External link for CG Financial Services
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Haslett, MI
- Type
- Partnership
- Founded
- 1999
- Specialties
- Financial Planning, Retirement Savings, Group Benefits Provider, Financial Advising, Life Insurance, Tax Planning, Executive Benefits, Employee Benefits, Estate Planning, Retirement Plans, Business Insurance, Business Planning, and Business Transitioning
Locations
Employees at CG Financial Services
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Jeb Burns
Institutional Investor | Business Strategist | Independent Board Member
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Andrew Orr
Executive Leader, Chief Financial Officer, Chief Operating Officer, Strategic partner, Board member
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Laura Farmer
CG Financial Services - Accounting Coordinator/PR Administrator
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Clark Grinde
Financial Planner and Advisor at CG Financial Consulting
Updates
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No one wants to be surprised come tax time. Reach out to one of our financial advisors today to make sure that you have a plan in place that minimizes both your tax impact and any potential surprises. https://lnkd.in/gJAzeprc #TaxPlanning #FinancialPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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Are you looking for more information in an every-changing world? Visit our insights page for information of tax planning, investing, retirement, and more! https://lnkd.in/eXEgzMhU #FinancialAdvisor #CGFinancial #FinancialServices
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We #collaborated with the Murphys to create a tax plan that minimizes their tax impact and maximizes their enjoyment of their new adventure. Now that they have a plan in place for their taxes, they are putting their energy into making their new house a home. https://lnkd.in/gJAzeprc #MyCGJourney #TaxPlanning #FinancialPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your financial professional soon. #YearEnd #TaxPlanning #FinancialPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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If you said C, you're right! The best time to start your tax planning is NOW! 🌟 Don’t wait until it’s too late—get ahead of the game and maximize your savings. Let’s make this tax season your best yet! https://lnkd.in/gJAzeprc #TaxPlanning #FinancialGoals #StartNow #FinancialAdvisor #CGFinancial #FinancialServices
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At CG Financial, we are proud to serve the beautiful community of Munising, Michigan! We're dedicated to helping you make a plan to achieve your financial goals with personalized service and local expertise. Let’s build a brighter financial future together! Come see us: https://lnkd.in/eJdPS-E2 #Munising #LocalExperts #FinancialPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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Giving doesn't just make us feel good. It is also a great strategy to lower your tax burden and preserve wealth. The gift tax is a federal tax on transferring money or property to others. Ready to learn more? #FinancialAdvisor #CGFinancial #FinancialServices
The Gift Tax and Year-End Gifting Strategies
tonym-mycgfinancial-com.advisorstream.com
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Meet the Murphys. They've had a pretty big 2024. Lisa got a new job, and the whole family has now moved to North Carolina. They're excited about this new chapter but are also nervous about their taxes for next year. Between real estate transactions, 401k rollovers, and more, they aren't sure where to start. They asked their neighbors who they would recommend to help them and they found their way to CG Financial. We sat down with them and #listened to all the exciting changes they had been through. Then we got to work. https://lnkd.in/gJAzeprc #MyCGJourney #TaxPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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FAFSA is now open! Apply today at: https://lnkd.in/eeJaTq7. Wondering how FASFA fits into your financial plan? Contact us today to see how we can help! https://lnkd.in/eSFSQTDn #FAFSA #CollegePlanning #FinancialPlanning #FinancialAdvisor #CGFinancial #FinancialServices
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