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Financial Planning

Financial Planning

We offer varying levels of financial planning based on the client's needs and goals.  One client may need a retirement plan while another client may need an education funding plan.  Many clients prefer a comprehensive approach; we offer a comprehensive financial plan which includes our review of everything that may affect the client's financial well being as well as highlighting future goals.  Our financial plans are not based on a certain "assets under management" requirement.  We do not require that a client invest their assets with our firm in order to receive our planning services.  Most clients do choose to use our investment advisory services based on the merits.

CFIG Wealth Management, LLC  •  PO Box 3305  •  Stamford, Connecticut 06905-0305 USA


Copyright 1991-2017 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.

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