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401(k) and Employer Plans

Consult With the Professionals

Consult With the Professionals

Through employer-sponsored retirement plans, you can help provide your employees with long-term savings solutions that help people build long and meaningful retirements. When you have retirement plan questions, give us a call. We’d love to schedule some time to hear more about what you do and help to create a plan that addresses your greatest concerns.

Prioritizing Your Employees' Needs

Prioritizing Your Employees' Needs

Choosing retirement plan options for your employees means finding options that prioritize their needs to help create a positive culture and help provide long-term solutions for their futures. To help offer options for your employees, you may need professional help, and we’d like to help. As financial advisors who specialize in the needs of small businesses and their employees, we can help you address concerns like managing expenses, managing payroll, and knowing the ins and outs of retirement plan taxes and regulations.

Retirement Plan Options

Retirement Plan Options

As a small business owner, do you know what your options are when it comes to choosing a retirement plan? You might have more options than you think. If you are a small business owner and want to offer a retirement program to your employees, talk to one of our advisors about the following options: simple IRA, SEP, 401(k), profit-sharing plans, and new comparability plans.

Our Approach

As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.

Our Approach

Who We Work With 

Build your financial foundation with a team of professionals who can help you pursue your financial goals throughout your life’s journey. 

Work With Us

Contact Us

If you’re ready to learn more about building and maintaining your financial foundation, contact us for your no-obligation consultation.

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