What We Do

 

"Design Your Life"

  Financial Concepts!

 
   * Tax Reduction Planning
    * Adaptive Portfolio Management
* Individual & Business Investment Strategies  
* Retirement Income Planning
* Wealth Transfer Planning    * Pension Maximization Planning
* College Tuition Planning     * Legacy and Charitable Giving Programs
* Life and Long Term Care Insurance Planning
 
 
 
 Full service Financial Advisory
We offer a diversity of products and services that serve our clients through their retirement.
 
 
 
Direct Participation Programs****
 
NON-Exchange Traded REIT programs....
 
Equipment Leasing Trusts, (State Level Accreditation Required)
 
(1031 Strategies)
 
Energy Programs (Oil & Gas) (ACCREDITED INVESTORS ONLY)
 
Qualified Plan Analysis: IRA, SEP, Individual 401K as well as group Qualified Retirement Plans
 
Tax Reduction Strategies (Please Consult a Qualified Tax Professional prior to implementing any tax reduction strategy to make sure it is appropriate for your situation)
 
Cost Segregation Planning for commercial property owners!
(Possible recovery of excess tax contributions, past present and future) 

CFG Wealth Management offers securities and advisory services through Madison Avenue Securities, LLC. (MAS), Member FINRA / SIPC, and a Registered Investment Advisor.  This website is for informational use only and not intended to be a solicitation, recommendation, or endorsement of any kind.  The information should not be the sole basis of any decisions made.  This site is intended for the residents of states the advisors are licensed in.  Please inquire about your state with the advisor.  Any investment referenced generically has their own risks and disclosures and is not intended as a recommendation, solicitation, or investment advice. 

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