FINANCIAL PLANNING

PLANNING IS A PROCESS

You're smart. You're driven. You're successful. And it didn't happen overnight.

A strong financial plan doesn't happen overnight either. It is a process. It is a collaborative project that requires a dialogue, great listening, and a complete understanding of the entire situation. 

Anything less just isn't financial planning.

Insurance agents, stock brokers, money managers, and accountants often stake claim to the service of financial planning or the title of financial advisor. 

While they can all play a role in a sound financial plan, they themselves are typically not planners. 

We are planners. We are paid a fee for our objective advice. We are fiduciaries that act solely in your best interest.

Planning is process, but it doesn't need to be painful.

cfg signature pLANS

 

CFG Satisfaction Promise

If after the first year you are not completely satisfied with the plan or service, we will write you a check for your entire first year planning fee.*

 

ongoing service

After the initial CFG Signature Plan, there is still much to be done, but the heavy lifting has generally been completed. Because of this, our ongoing service options are much less expensive than the first year planning fee. We look at this as a maintenance and service package for your financial plan. Life happens and things change, having someone to call that understands your situation is vital to continued financial well being. 

Annual Meetings

Annual strategy update

Scheduled phone calls

Unlimited email support

$250/quarter

Semiannual Meetings

Semiannual strategy update

Unlimited phone calls

Unlimited email support

$500/quarter

Quarterly Meetings

Quarterly strategy update

Unlimited phone calls

Unlimited email support

$1,000/quarter

Own a small business?

Already have a plan?

Small business owners have their own set of challenges and needs. Learn more about our planning options here.

Have you already developed a financial plan but would like another set of eyes to review it? We can do that here.

YOUR VALUES.

YOUR GOALS.

OUR MISSION.

You work hard for your money, but you are more than your account balances. You are someone with a very unique set of values and goals.

Planning should be about your life, and how money fits in. Not the other way around.

The planning process is a highly personal, often emotional experience. Your advisor needs to fully understand you and what you want out of life.

 

Working with the CFG team will help to provide the strategy, direction, and accountability to start using your resources in a way that aligns with your values. 

Just getting started with your plan

We may be a good fit and would love to help!

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

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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.

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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.

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