Cuthbert Financial Guidance
Our firm specializes in providing objective and comprehensive financial planning services and investment advice to individuals and families on a flat fee basis. At CFG we love collaborating with clients to help bring clarity to their financial lives and confidence to their financial decisions. Our services include, but are not limited to:
- Traditional financial planning integrated with purposeful life planning
- Guidance in identifying and prioritizing short and long term goals
- Retirement planning strategies
- Investment advice
- Cash-flow expense planning
- College funding strategies
- Analysis of insurance needs
- Estate planning
- Life transition planning
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.