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James CunninghamJames Cunningham
RFC, CEP, MCEP
Creator of the Family Bank

 

Main Street Chamber Member

Comprehensive & Integrated Financial Planning Consulting Coaching Services

You can count on CFG Consulting LLC and our comprehensive and integrated Financial Planning Coaching services. Our team of financial experts include master certified estate planners, expert legal assistance in document preparation, and a certified public accounting department among many other fine offerings.

We have been performing Financial Planning Consulting Coaching Services for Doctors, Physicians and Business Owners for over 20 years and we can help you.

Chances are you are in the right place at the right time now! Take advantage of the experts available to you.

Please use our contact form to contact us about the many solutions we have available for you. Let us know a little bit about yourself and what financial goals you would like to accomplish. We can then put together a plan that will allow you to accomplish your desires. Also give you peace of mind that your business and finances are on the right track so you can enjoy the reality of financial freedom you deserve.

Let us handle the details so you can enjoy the success.

  • All Pension Accounts 
  • Annuities
  • Business Consultation
  • Business Insurance 
  • Certified Public Accounting, Bookkeeping & Tax Services
  • Disability Insurance 
  • Equity Index Life Insurance 
  • Estate, Trust, and Will Document Preparation 
  • Group/Individual Health Insurance 
  • Life Success Coaching 
  • Long-Term Care 
  • Medicare Supplement 
  • Mortgage Qualification 
  • Office/Equipment/Vehicle Financing 
  • Strategic Tax Planning

 

 

 

 

CEP

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