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
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.