CFG has assembled the best and brightest minds, with a bona fide track record in their respective fields, in order to provide you with the financial services and products that you, your family, and your business deserve.

James Cunningham, CSA, CEP, MCEP, RFC, CCAP, CCWP
CEO and President
When starting CFG in January 2006, James brought nearly twenty years of business, financial, real estate and military experience together to create one of the most innovative conservative investment companies in the United States. ��His primary goals in establishing CFG are to fundamentally change the view of investment strategies for health care professionals and entrepreneurs and to provide opportunities to educate the public on contemporary approaches to life insurance and trusts which allow individuals to retain more income, improve investment exit strategies, and to reduce taxation.������

In addition to helming CFG, James has broadened the reach of CFG by providing institutional investment vehicles and conducting nationwide financial seminars.� He is currently Planned Giving Specialist for the Office of Development & Planned Giving at Northwestern Health Sciences in Bloomington, Minnesota as well as CFG's key speaker at our Financial Independence Seminar series and other notable practice management seminars, such as ChiroAdvance Seminars and the upcoming Orthodontics Seminars.