CG Financial Services

About CG Financial Services

<p>With offices across Michigan and North Carolina, CG Financial Services brings a multi-state perspective to retirement plan work and personal financial planning. Founded in 2004, the firm operates as CG Advisory Services, an SEC-registered RIA, and works with individuals and businesses throughout the Great Lakes region and the Charlotte metro area.</p> <p>On the individual side, the team handles retirement and lifestyle planning, tax-impact planning, and legacy planning. For employers, CG Financial Services works as a fiduciary <a href="/plan-advisors">plan advisor</a> on 401(k) plans with services that include investment monitoring, plan design consulting, employee education, and ERISA compliance support.</p> <p>The firm also supports benefit strategies for owners and key employees through executive benefits, along with business insurance and employee health and welfare planning. A practical differentiator is its mix of RIA fiduciary oversight and on-the-ground coverage across multiple offices, which helps plan sponsors coordinate education, monitoring, and compliance in one relationship.</p> <ul> <li>401(k) plan advising and fiduciary investment monitoring</li> <li>Plan design consulting and ERISA compliance support</li> <li>Employee education for retirement plans</li> <li>401(k) audit support for plan sponsors</li> <li>Personal planning: retirement/lifestyle, tax impact, and legacy</li> </ul>

Website: https://mycgfinancial.com/business/retirement-plans/

Founded: 2004