Planning Services
To know what to do is wisdom.
To know how to do it is skill.
To know when to do it is judgment.
To combine them all with service is our mission.
Because financial needs and concerns vary from one family to the next, the licensed practitioner with whom you meet will conduct a detailed personal interview in order to determine the amount of time necessary to develop a customized plan for you and your family. There is no charge for this initial meeting.
At this meeting you will be able to assess our capabilities, get questions answered and make an informed decision about beginning a long term professional relationship.
So, whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, the licensed practitioners at CFG stand prepared to help you.
From our origin in 1977, we are now proudly serving the third generation of clients, those being the grandchildren of some of our initial clients. They are, of course, the smallest in physical as well as financial stature. On the other hand, we also have some lottery winners and professional athletes as clients...and many, many families in between!
To arrange a complimentary consultation click here or call
Thank You!
Certified Financial Group, Inc.
Certified Advisory Corp · Certified Benefits Corp · Certified Insurance Corp
1111 Douglas Avenue · Altamonte Springs, Florida 32714-2033
(407) 869-9800 · (800) 393-9900
Planning Tomorrow...Today!®
All practitioners are registered representatives of
TransAm Securities, Inc., a registered broker/dealer
Member FINRA, SIPC
Fee Planning and Asset Management through Certified Advisory Corp,
an SEC-Registered Investment Advisory Firm
Employee Benefit Planning through Certified Benefits Corp
Risk Management through Certified Insurance Corp
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