As an entrepreneur, your business and your personal finances are intrexicably linked.
As seasoned financial professionals dedicated to the unique needs of the business owner, our team provides a high level of analytical proficiency, knowledge and experience to customize the appropriate solutions for your needs. When it comes to business continuity, employee and executive benefits, retirement planning, etc., we offer the professional guidance and innovative solutions that can help provide such assurances.
It is important to partner with professionals who truly understand your needs.
We don't believe that a one-size-fits-all approach. A comprehensive plan meeting both your business and personal needs depends on many variables. That's why we work with you, your spouse, and your advisors - accountant, partner(s), legal counsel and/or your adult children - to develop flexible solutions that adapt to your needs and goals as your life and priorities evolve.
CAFGI Business Services
Qualified and Non-Qualified PlansBusiness Cash ManagementRisk Management & InsuranceExecutive Reward & RetentionExit Strategy & Wealth Transfer