a multi-disciplinary, holistic financial planning firm with core beliefs in fee-based financial planning, maximum protection, a foundation in permanent insurance and fee-based asset management.
in faithfulness. Wisdom. Gratitude. Diligence. Personal responsibility. Humility.
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holistic financial planning counsel and access to investments, permanent life insurance, income protection and retirement plans.
to foster strong, long-term relationships with our clients. We believe this is best accomplished through client-centric advisors with the expertise and character traits that these treasured relationships deserve.
It's a formula that enables us to deliver… A comfortable process – with a peaceful result.
CFG Advisors and Staff Raise Items for the Martha O'Bryan CenterIn a firm-wide tradition, CFG's Brentwood office competed against one another to see who could raise the donate the most items for the Martha O'Bryan Center (MOB). It was an office divided, Read More
8 Questions with Austin Petrovich, our Newest Financial Services ProfessionalWe are pleased to announce that Austin Petrovich has joined our group of Financial Services Professionals in our Brentwood office! Austin brings a wealth of experience and insight to th Read More
…experienced financial advisors who believe that integrity, honesty and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice at a firm with these same core beliefs.