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Financial Planning

Many people find the process of personal financial planning a complicated and time consuming task and often get frustrated at the thought of always "planning" for their financial lives rather than "living" their financial lives.

Achieving both is not only desirable, but possible with our help.

We call it CFG WealthCARE Management - A simple, straight-forward approach to helping you plan effective strategies to make smart decisions about your financial lives now and for the future.

Our personal financial planning process is designed to help you identify what is important to you financially, build a realistic framework for making smart financial decisions and help you reduce the time it takes to manage your financial lives.

Our Financial Planning methodology:

  • We Listen. We start with your financial goals and dreams
  • We Analyze. We evaluate your financial condition with 'CARE'
    • Cash, Debt and Risk Evaluations
    • Asset Allocation and Management Strategies
    • Retirement Accumulation and Distribution Strategies
    • Estate Preservation
  • We Communicate. We show you strategies to help get to your goals.
  • We Support. We help implement your financial strategies and plans.
  • We Guide. We guide you through changes in your financial life.

We encourage you to contact us to see how our financial planning services can help you achieve your financial life planning goals.

*Securities offered Royal Alliance Associates

Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.


Here are some reasons people seek our financial planning services: 

  • Just Starting Out, Getting Married, Starting a Family
  • Buying a Home, Saving for College
  • Changing Jobs, Starting a Business
  • Planning for Retirement, Caring for an Aging Parent
  • Evaluating Employee Benefits and Employer Stock Options
  • Nearing / Entering Retirement, Preserving your Estate
  • Loss of a Spouse, Getting a Divorce
  • Planning for Business Succession, Financial Windfalls
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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.