Asset and Investment Management
A CFSG representative will meet with you in person to discuss your goals, risk tolerance and overall needs. Portfolios are managed right here in Vermont.
As you near retirement, an exciting yet challenging time, CFSG can guide you through the forks in the road and will help update your approach as your situation evolves.
Trust & Estate Planning Administration
CFSG manages many trusts for beneficiaries and can also act as a trustee. They can help set up charitable trusts or other types of trusts to help achieve your estate planning goals, reduce potential estate taxes and meet current or future needs of family members.
Retirement Plans for Businesses
CFSG offers many retirement plan options, including 401(k), 403(b) and Simple IRA plans for small businesses or for large companies. They can help you determine what best suits your situation and help maximize your tax savings. CFSG representatives are also available to educate your employees about retirement plan choices and can meet with them regularly to provide contribution and investment guidance.