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Helping People Make Smart Decisions About Money

CFG is a financial planning and wealth management firm dedicated to helping people make smart decisions about their financial lives. Our advisors have the knowledge, experience and resources to plan simple, effective strategies to help you, your family, and business achieve financial success. We are committed to building long-term relationships that you can trust to guide you on the journey through the dynamic changes in your financial life.

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  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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 Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Insurance services offered by Jonathan Busa and Michele Russell are independent of Royal Alliance Associates, Inc. Investment advisory services offered through CERES Financial Group Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, FL, IN, ME, MD, MA, MO, NH, NJ, NY, OH, RI, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.