Consiglio Financial Group, LLC.
Experience, Independence & Integrity
Welcome
You probably have a vision of your future. It may be to retire comfortably, educate your children, or protect your loved ones in the event of an unforeseen event. Despite goals, you may not have the time, desire, or expertise to execute and monitor your plans.
Consiglio Financial Group, LLC. (CFG) was founded on the philosophy of helping you achieve your personal and financial goals. Our professionals apply their knowledge and experience to your unique situation to develop a financial strategy that is appropriate for you. They contribute to your success by offering prudent financial advice, implementing recommendations with premier investment and insurance companies, and providing superior personal service in an environment of uncompromising integrity.
You can count on the advisors at CFG to:
- Listen, probe, and collaborate with regard to your goals and tolerance for risk
- Develop a customized strategy based on your input
- Implement your plan through high-quality investment and insurance companies
- Use new-fashioned technology--24/7 account access
- Provide old-fashioned service--frequent communication and prompt attention to inquiries
- Work for you and your best interests
The professionals at Consiglio Financial Group, LLC. build long-term, caring, and trusting relationships and believe that education and knowledge are important to realizing success. This website is designed to provide you with a variety of newsletter articles, calculators, links, and research reports to assist in the learning process. Please consider scheduling a complimentary meeting to discuss the achievement of your goals.
Newsletters
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?