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CGFINAN.COM

CG Financial Consulting, Investments, Insurance, Retirement, Estate

CG Financial Consulting looks at your investments, insurance and liabilities, retirement, pension, estate, and make a comprehensive financial plan.

http://www.cgfinan.com/

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116 K●●●●●g Ave

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CG Financial Consulting, Investments, Insurance, Retirement, Estate | cgfinan.com Reviews

https://cgfinan.com

CG Financial Consulting looks at your investments, insurance and liabilities, retirement, pension, estate, and make a comprehensive financial plan.

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cgfinan.com cgfinan.com
1

Inheritance Planning | CG Financial Consulting, Investments, Insurance, Retirement, Estate

http://www.cgfinan.com/inheritanceplanning.htm

Inheritance and Windfall Planning:. If you inherit money- it can be overwhelming! It is always preferable to wait three to six months to determine the right moves for your family. You may want to go buy a car, pay off debt or even start a business. Careful planning with this new money is so important to being able to have a happy financial future. Very thoughtful planning is a must. Do I have enough of a windfall to leave the workforce? Will I have to pay taxes or not? What should I buy now? 1028 Lafayet...

2

Rollovers | CG Financial Consulting, Investments, Insurance, Retirement, Estate

http://www.cgfinan.com/rollovers.htm

Retirement Plan Rollovers: Such as 401K, 403B and 457, when you leave your employer. What is a Retirement plan Rollover:. What do I need to know about Rollover IRAs? This is a critical decision for your future. Who do I use and why to rollover my workplace retirement plan? You must be very careful how you do the rollover. You dont want to be on the hook for penalties or taxes. You have built this money up over your lifetime. Now is the time to do careful planning with a low cost professional. At CG Finan...

3

Ask a Question | CG Financial Consulting, Investments, Insurance, Retirement, Estate

http://www.cgfinan.com/ask-a-question.htm

At CG Financial Consulting we take a look at your investments, insurance and liabilities, and make a comprehensive financial plan to meet your goals and what you want to achieve. There are no yearly fees or percentages that some planners charge. We charge by the hour or by the plan, there is never a conflict of interest. Indicates a required field. Your City, State, Zip. Please contact me by. Your question or comments. Enter the uppercase letters. Web Design & Development by Saltech Systems.

4

Life Insurance | CG Financial Consulting, Investments, Insurance, Retirement, Estate

http://www.cgfinan.com/lifeinsurance.htm

I tend to prefer term life insurance over permanent life or whole life if you are young enough to afford it. There is a high cost to permanent policies with many guarantees. But, it may be best to keep the current life policy you have in place- depending on your health and age. Insurance Salesperson Based Planning: (What you need to know! Even if you ask you may not get the whole truth. Not a relationship most people should be in- a glaring conflict of interest. At CG Financial Consulting we take a look ...

5

Income Investing | CG Financial Consulting, Investments, Insurance, Retirement, Estate

http://www.cgfinan.com/incomeinvesting.htm

What is income investing? This is traditionally the time of life when you turn your hard-earned assets into an income stream. Income investing is taking less market risk and using your assets to develop a monthly income stream along with Social Security and any Pensions at retirement. You have built this money throughout your life, now is not the time to make a hasty high decision. What do I need to know about income investing? What are my fixed expenses per month? Running the numbers is very crucial!

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