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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. 

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 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

No matter what stage you are in,

Start Up

Growth Stage


  • Full business financial plan​​

  • Business structure

  • Cash flow advice 

  • Group benefits selection

  • Risk evaluation

  • Retirement plan selection

  • Employee stock options

  • Coordination between other professionals (CPA & attorneys)

  • Key personnel estate planning

  • Deferred compensation plans

  • Succession/retirement planning

  • Recapitalization

Team CFG will listen to your current and future needs, then collaborate to set you up for success to conquer your Ambitious Goals.

Together, we will help curate your expert team to launch your business to new levels.

At CFG, we believe the Magic is in the Details. Schedule with our Team. We can answer your questions.

CFG is ready to arm you with Resources.

No two business plans are the same.

Wrapped Up In a Bow.

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.

Connect with the CFG Team. We can answer your questions. 

business owners

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