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
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.