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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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  • Mid-Year Planning: Tax Changes to Factor In
    The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
  • Investing to Save Time Boosts Happiness Returns
    The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
  • Marriage and Money: Taking a Team Approach to Retirement
    Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
  • What is the employment situation report, and why is it important to investors?
    Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
  • What is gross domestic product, and why is it important to investors?
    GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
    
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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.