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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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.