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