CG Financial Services comprises a team of independent financial advisors who provide a personalized approach to financial planning and investments. The firm is offering a complementary retirement plan analysis to determine if your organization is receiving competitive pricing on administration and investments. CG Financial Services works with most retirement plan providers and can often negotiate pricing reductions with your existing provider. Advisory services are offered through Capital Asset Advisory Services, LLC, a registered investment advisor.
To learn more about how CG Financial Services might help your organization, contact:
Adam Lesperance, CFP®, ChFC®, AIF® • Toll-free at (877) 807-2079 • Locally at (517) 339-7662 • E-mail: firstname.lastname@example.org