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Why should you use CFG Consulting?
Benjamin Franklin said, "By failing
to prepare you are preparing to fail." In no other area does that statement
resonate more clearly than in the area of Financial Planning. With the almost
daily changes in the current economic state, world affairs, national job
security, failures of financial institutions and personal economic security; a
well-thought, flexible, ever-changing and expertly executed Financial Plan is
crucial. Without it, the likelihood of achieving the financial future you
desire is slim to none….about the same as your stumbling upon a pot of gold at
the end of the rainbow.
A complete Financial Plan takes into
consideration more than just the aspects effecting your financial wellbeing and
your dreams for the future. One cannot simply base a plan on the obligations
and priorities you have today as those will continually change as your children
grow, you progress in your career, you mature, and your financial needs and
goals change.
An ideal strategy has the flexibility to
grow and change with you and the needs of your family. It is
constantly-changing and both regularly and rigorously reviewed.
You can see, by the commitment and time
involved in properly managing your financial future that the selection of a
Financial Advisor, Business Consultant and/or consulting team is an important
one. It could be the best financial decision you make.
At CFG Consulting, our team of
professionals is at your service 24/7, 365 days a year. James Cunningham, RfC,
CSA, CEP, MCEP personally prepares each initial plan and reviews every
financial profile received. Our team of accountants, insurance professionals,
mortgage and securities industry veterans, and Business Consultants
constantly monitor and tweak your plan, as needed to roll with the economic
tide (keeping you apprised throughout the process) and constantly staying ahead
of the financial trends while avoiding the pitfalls.
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If your tax professional doesn't work specifically with Doctors, you are paying too much in taxes!
Call today and speak with one of our Business Consultants to learn more.
801-878-9091
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Income Tax Preparation
For over a decade we have focused on working with Doctors in the Dental and Chiropractic fields. We can identify the hidden deductions your current tax professional is missing and minimize your taxable income.
Call today for a free income tax review
480-443-0455
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Monthly Accounting Service
When was the last time you reviewed your Profit/Loss Statement Doctor? Did you know that it is the single most important tool you can use to determine the health and profitability of your business?
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What do you know about EIL?
Equity Indexed Life
Insurance was introduced in 1995 when equity indexed products became available
to the financial services world. In its short lifespan, EIL has proven an
invaluable life insurance tool providing both security and protection from
market instability. The benefits and features of these policies vary from
one insurance provider to the next so it is of paramount importance that you do
your research and use an agent you can trust.
The advantages of the
right Equity Indexed Life Insurance policy are that you have the security and
benefits of the standard 1950's model whole life policy without the restrictive
loan penalties and interest rates. You have the ability to earn interest
based on the growth of an equity index such as Standard and Poors, which has
historically outperformed the stockmarket, without the downside risks
associated with investing. You receive a minimum guaranteed earnings rate
and, with the Equity Indexed Life Insurance Policy we suggest, you have the
unique option of taking loans from the death benefit rather than the cash value
of your account which means that your cash value will continue to grow EVEN
after taking out loans against the policy.
As an independent agency,
CFG Consulting LLC has the ability to scour the market searching for a policy
that perfectly suits our clients and offers the benefits and flexibility they
need. We have no obligation to a provider to only represent their product
or interests which mean that we are free to represent your interests.
As a business owner,
Equity Indexed Life Insurance provides an opportunity for tax free
contributions into the plan and tax free loans from the death benefit.
This model is the cornerstone for our Family Bank concept and the road map, if
you will, for complete financial success and retirement security.
To find out more information
or to receive a complimentary Financial and Tax Analysis (a $2500 value) call
and speak with one of our Business Consultants today @ 801-878-9091
We specialize in working with Doctors!
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"Financial independence means having a pool of money large enough to pay for all of your wants, needs and desires without liquidating the pool of money."
--James Cunningham
Six Steps to Permanent Personal and Professional
Financial Independence
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Are you burning through your savings?
Let our team of professionals show you how to leverage your assets, pay yourself first, and get control of your creditors. We can help to develop a strategy that not only provides a legacy for your family but helps to build the foundation for your successful financial future as well.
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"The key to permanent financial independence is ensuring that all that you start with and all that you accumulate is never at risk again. You need to establish protection from all the risks your assets face."
--James Cunningham
Six Steps to Permanent Personal and Professional
Financial Independence
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