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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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  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
    The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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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.