FINANCIAL PLANNING
CBG Wealth Management (CBG) has been dedicated to providing financial services to individuals and business owners since 1989.  Services include Financial Planning, Life & Disability Insurance, Wealth Accumulation, and Distribution Strategies. Through a comprehensive discovery process, we gain a thorough understanding of your specific needs, concerns, and goals. We help you to prioritize issues and facilitate the planning process.  Customized strategies and recommendations are created to accomodate each unique situation.  We then assist you in implementing the plan and monitoring your progress on an ongoing basis.

TRANSITION PLANNING
If you are contemplating selling your company, changing jobs, considering a divorce, or dealing with a family tragedy, CBG's advisors help you focus on financial issues relative to your particular circumstances.  Life transitions involve many intense emotions.  Our experienced advisors can help you think clearly about your options.  We help to identify and address the important financial issues stemming from your new circumstances.  Your legal and tax advisors know how important it is for you to be educated on all your options, and that's why they rely on us.  We focus on the financial complexities of a settlement/life transition you may be faced with.  Transition planning may also include the challenges of rolling over retirement plans, exercising stock options, replacing company provided health, disability, or life coverages.  Our many years of specializing in transition planning give us the ability to assist you with time-tested strategies to give you the peace of mind you desire. 

INVESTMENT ADVISORY AND DISTRIBUTION PLANNING
We assist clients with accumulation and distribution of their hard earned assets.  You may have a need to grow assets to achieve financial independence, or you may need an income stream from existing investments.  Our combined experience exceeds 50 years of helping clients manage their wealth through volitile market cycles.

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Many of our clients utilize our State of the Art "Wealth Management Solution (WMS)". 

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2012 Tax Facts