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
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
-
Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.