where there is no path and leave a trail
- Ralph Waldo Emerson
Advisory Services
Consiglio Financial Group, LLC. (CFG) is a broad-based financial services firm with the mission of helping clients accumulate, preserve and distribute wealth. The professionals at CFG provide independent and unbiased advice and offer a full spectrum of insurance and investment products. They recognize that their clients' unique financial needs and goals change over time so they meet with their clients regularly to review and monitor their progress towards stated goals.
Some areas of specialization* are listed below:
Retirees and those Retiring Soon
Retirement Planning Analysis
Lifetime Income and Distribution Planning
Life Insurance Policy Review
Long-Term Care Risk Analysis
Individuals & Families
Wealth Accumulation Planning
College Funding Strategies
Financial Goal Planning
Survivor Income and Disability Analysis
Business Owners & Professionals
Wealth Accumulation and Preservation Planning
Qualified Plan Retirement Analysis and Design
Non-Qualified Executive Retirement Programs
Corporate Sponsored Non-Retirement Employee Benefits
*Offered by CFG's registered representatives or investment advisor representatives. All representatives are registered through Kestra Investment Services, LLC.