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    Discover many of the opportunities available to help you plan for your financial future.
    At CFG Trusted Advisors, Inc., we can help you determine a strategy appropriate for your financial situation.
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    Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

    According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

    That’s where we come in.

    We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

    At CFG Trusted Advisors, Inc., we offer you the following services:
    • Investment Strategies
    • Retirement Income Strategies
    • Wealth Accumulation
    • Asset Protection
    • Annuities
    • Life Insurance
    • Tax-Efficient Strategies 
    • Long-Term Care Strategies
    • IRA & 401(k) Rollovers

    In addition, we can refer you to one of our Total Wealth Partners, who provide the following services:
    • Estate Planning
    • Tax Plannning

    Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

    1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

    2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    Retirement Checklist

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  • Who We Are
    meet our team
    Our team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
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    We specialize in Retirement Income Strategies, Investment Advisory Services, Annuities, Life Insurance, Asset Protection, Tax Minimization Strategies and Long-Term Care.
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    It is important to feel you have control over your future. We offer our experience and knowledge to help you design your own strategy for financial independence.
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    Privacy Policy | Terms of Use

    Investment advisory services offered through CFG Trusted Advisors, Inc.
    A Kansas Registered Investment Adviser. Insurance and Annuities offered through CFG, Inc.

    It is important to note that investments in securities (e.g., mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. CFG Trusted Advisors, Inc. does not guarantee that the results of its advice, recommendations, or the objectives of your portfolio will be achieved, and does not guarantee that negative returns can or will be avoided in any of the portfolios recommended. An investment made in a security may differ substantially from its historical performance and as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk of experiencing investment losses.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.