Hard work, preparation, and patience lead to long-term 

SUCCESs

PLANNING SIMPLIFIED.

Financial planning can be complex, even overwhelming. Fortunately, it doesn't need to be.

CONNECT WITH US: 

CFG YOUTUBE

We believe in the importance of educating and empowering investors to make wise financial decisions. Our CFG YouTube channel is a complimentary resource designed to keep clients up to speed on the latest planning strategies, portfolio construction ideas, and market conditions. New videos are published every week so be sure to subscribe, because remember: Hope is not an investment strategy!

For where your treasure is, there your heart will be also.

Matthew 6:21

 

WORKING WITH US: FINANCIAL PLANNING

 

CONSULTATION

A complimentary meeting to get an initial understanding of your needs and see if we are a good fit.

GOALS AND FACTS

We dive deep into your financials as well as your needs, concerns, and goals.

DELIVERY

You receive your custom financial plan with individual recommendations and implementation schedule.

ONGOING SERVICE

If you have selected a plan that requires ongoing service, we will be there to assist you along the way. 

"The essence of investment management is the management of risks, not the management of returns."

-Benjamin Graham, The Intelligent Investor

 

WORKING WITH US:

INVESTMENT

MANAGEMENT

While we believe that a strong financial plan is the foundation for any investment strategy, we do serve many clients in a pure portfolio management capacity.

 

Alex Leonida is our in-house Certified Investment Management Analyst (CIMA®) designee. Alex is an industry veteran in portfolio design and investment strategy. He serves as Chief Investment Officer and personally oversees all CFG investment portfolios.

Ready to get started with the CFG team

Everyone's goals, career, and life look very different.

Your financial plan needs to be as unique as you are. 

Contact us today for your complimentary consultation

8400 E. Prentice Ave.

Suite 1100

Greenwood Village, CO 80111-2926

T 303.629.7500

F 303.629.7560

info@CFGfinancialplanning.com

  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon
  • Grey YouTube Icon
  • Grey RSS Icon
brokercheck_30.png

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2017 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC   |   Privacy Policy   |   Terms of Use

Investment advisory services offered through Capital Financial Group, Inc. Capital Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

Form CRS

Investing involves risk and you may incur a profit or loss regardless of strategy selected. 

Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of
CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institutes initial and ongoing credentialing
requirements for investment management professionals.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®
(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Refunds may be requested for initial financial planning/consulting services provided by Capital Financial Group only. These plans are not offered under Raymond James and no refunds would be provided by Raymond James. Additional fees may apply. Additional fees or investment losses are not available for reimbursement