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.