You’re a business owner because you wanted to build something great. We respect that; CFG Advisors is a family-owned business. Because of this, we have specific knowledge and experience in helping you attract the best and brightest employees, while working with you to figure out current and future steps for your business. Count on us to help you with the appropriate resources and benefits that allow you to attract and retain skilled, qualified employees. We also provide advice and recommendations to help reduce your tax burden.
Before making our recommendations, we’ll meet with you and talk, gaining an understanding of you, your business, and what you hope to accomplish. From that first and subsequent meetings, we’ll suggest and advise, while also educating. This strategy empowers you to make the best decisions for your needs.
Effective retirement plans help attract qualified employees, while keeping them with your company for a long time. Our knowledge includes setting up Simple IRAs or Simplified Employee Pension (SEP) plans for your employees. We can also help you create a solo tax-advantage solo 401(k).
Profit sharing plans can be a great way to compete against larger companies for prime employees. These plans can offer assets and tax-deferred growth. Comparability plans operate similarly, but help provide rewards to your loyal senior staff and key, hardworking employees.
As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.
CFG Advisors stresses a collaborative approach to help support your financial goals. Customized plans are backed by professionals with years of experience.
If you’re ready to learn more about building and maintaining your financial foundation, contact us for your no-obligation consultation.