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business owners


Creating something out of nothing is not an ability that everyone has. It takes careful planning, tireless work ethic, great people around you, and a little bit of luck. 

You have worked hard to get to where you are. You have experienced successes and failures (and not always in that order). You have worn all of the hats of your business and made all the decisions. You have poured your heart into your business.

At times, your personal finances can become an afterthought when trying to grow and sustain your business. Sometimes you are so busy working in your business, that you don't take the time to work on your business.

You can't do it all alone. 


You are only as strong as the people you surround yourself with. Over the last 40 years, we have gotten really good at helping entrepreneurs plan and manage their personal and business finances.

Focus on what makes you great. 

"I have not failed. I have just found 10,000 ways that won't work."

-Thomas Edison


business owner packages

Start Up

Start ups need planning, but they need to be sensitive to cash flow. Planning and strategy decisions made in this stage can determine the long-term fate of a business. 

  • Full business financial plan​​

  • Business structure

  • Cash flow advice 

  • Group benefits selection

  • Risk evaluation

Growth Stage

Once established, companies generally need more guidance than a start up. Large decisions like sales, purchases, or expansions require extra planning and attention.

  • All of level 1

  • Retirement plan selection

  • Employee stock options

  • Coordination between other professionals (CPA & attorneys)


Larger firms tend to have more moving parts. Multiple locations, large numbers of employees, and complex business structures are all reasons to choose this service level.

  • All of levels 1&2

  • Key personnel estate planning

  • Deferred compensation plans

  • Succession/retirement planning

  • Recapitalization

No two business plans are the same.

These packages serve as our business planning foundations. Often times, entrepreneurs are not sure what sort of planning or service they need. These offer a starting point based on our experience and understanding of what business owners generally need. 


However, every package is completely customizable

to fit your specific needs. Learn more.

As an entrepreneur, you only fail when you give up."

         -Naveen Jain

Being an entrepreneur is a lot like parenthood.


You go through birthing pains. Then comes childish mistakes and stubbed toes. Then potential starts to shine through. And ultimately, you look with joy and pride, on something amazing that you have cultivated.

But who takes care of you during that process?


Many business owners become engulfed in growing their business, optimizing efficiencies, and improving services.


Tragically, all too often, the blinders go up for entrepreneurs and the financial health of the business (or personally) begins to suffer.


Having the CFG team handle your: 

  • business structure,

  • cash flow advice,

  • retirement plan selection,

  • tax planning and,

  • risk management

removes huge stressors from an already extraordinarily challenging career and lifestyle.

Don't see exactly what you're looking for

Everyone's goals, career, and life look very different.
Your business plan needs to be as unique as you are.
All plans are completely customizable to fit your needs. 

Contact us today for your complimentary consultation. 

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