Business Services

CFG is a premier provider of individual and corporate wealth services in the Midwest. We work with business owners who are searching for something more – more from their money, their relationships, their lives and their legacies.

Our comprehensive suite of products and services are custom made for today’s business owners and corporations. We understand what challenges and issues keep you awake at night: benefits, investments, insurance, compensation, protection – it’s an ever-changing landscape. CFG’s wide range of business services is extensive, yet flexible enough to keep pace with the modern marketplace.

PlanSmart, a financial education series for employees - Companies with 500+ employees can access a range of objective financial and retirement education resources through on-site workshops, with optional personal consultations and decision support assistance.

Small Business Worksite Financial Education - Topical seminars equip your employees with the knowledge to continue building a financial future.

Business Killers - Learn about the 6 most common – and fatal – mistakes business owners make.

Business Killers Seminars take place the third Thursday of every month, 5:30 - 6:45 p.m. 

Group Benefits Strategy - Solutions for life, medical, non-medical insurance, employer or employee paid benefits, executive benefits, retirement and savings.

Retirement Plan Services - Custom design, implementation and monitoring of both qualified (defined, benefit, profit sharing 401 (k) plans) and nonqualified including SERP's and Salary Reduction Plans. 

Estate Planning / Business Succession Planning - Develop a comprehensive approach for your estate or business that is founded on your personal values, philosophy and traditions