Information about CG Financial
CG Financial has been in business for 20 years and has helped a number of educational participants across the nation. With 6 offices across 3 different states, you have a dedicated team to help you with whatever financial situation you may have. Warren Wilson College participants now have the opportunity to speak with and consult with a number of CFP® and AIF® professionals anytime they would like. They are an independent financial planning firm that is not affiliated with or compensated by TIAA in anyway. This allows them to provide objective and genuine advice to you in any and all financial subjects. These financial subjects include life insurance, college planning, budgeting, debt consolidation, estate planning, etc. For retirement planning purposes CG Financial is relationship centric to help create a plan for you. Every participant will be able to define their own goals/objectives and be advised based off their unique situation.
Your financial wellness is important. As such, please take advantage of all items available to you from our retirement plan advisors at CG Financial in meeting your goals. We have made these educational services obtainable to you at no cost!
If you would like to schedule a virtual meeting with a licensed advisor, you can use this link at any time to schedule a meeting: https://calendly.com/cgfinancialparticipantservices/1on1. You will be notified in advance if there are scheduled on premise advisor visits so that you can plan accordingly.
Monthly Memos and Quick Videos
CG Financial provides monthly notifications and materials related to financial wellness via email. If you would like to receive these emails and videos, please email RetirementServices@mycgfinancial.com and request to be added to the email list.
Please note that the emails are sent from [email protected]; please add to your safe sender list.
CG Financial partners with Retirement Plan Advisory Group (RPAG) to provide regular education. You will receive these memos as well as occasional 5-minute videos all designed to help you stay up-to-date and focused on meeting your goals, in addition to creating their own content, like the articles below.
Investing Made Easy
Savings into Perspective
Tips to Follow during a Turbulent Market
What is Roth 401K?