With retirement on the horizon, it's time to start making those dreams reality.

One-on-one time with our advisors is where the path begins.

The dream of the benefits to live fully and the security to retire comfortably. How do you reconcile the two paths?

You dream of passing on your estate to your loved ones, but how do you ensure income taxes, probate fees and other estate administration costs won’t erode their inheritance?

When it’s time to live the dream, the tax man may bring a harsh reality to the newest chapter of your life — unless you have a plan.

Everybody Has a Dream

At the heart of every retirement is a common goal. You want your money to work as hard for you as you have for it. At CG Financial Services, we understand that drive for the dream.

You’re working for the peace of mind to take a well-deserved break. The confidence to enjoy the true pleasures of life: clowning with the grandkids, finally seeing the Grand Canyon, hitting the links every day or truly relaxing for the first time ever.

Taking that vision beyond retirement planning, we’re looking at the big picture to encompass everything impacting your financial future: health & life insurance, long term care planning, tax planning, education planning, asset management and finally, estate planning.

We share your goals, dreams and passions, truly partnering with you to help you live the way you want. It’s a dynamic, evolving process, and one of constant re-evaluation. It’s the stuff dreams are made of.