Absolutely! At CSG we utilize technology (virtual meetings, screen sharing, secure file transfer) to serve clients nationwide. If you are comfortable with technology, geographic distance is not a problem.
CFP® stands for Certified Financial Planner. A CFP® is a professional designation awarded to individuals who have completed extensive education, examination, and experience
requirements in the field of financial planning.
CFP professionals are trained to provide comprehensive financial advice and assistance to clients on a wide range of topics, including retirement planning, investment management, estate planning, tax planning, and insurance.
They must adhere to a strict code of ethics and conduct. At CSG Financial, we have a CFP® working with every client we serve.
Schedule an introductory meeting with us here. There is no charge or commitment to have an initial meeting – this is a chance for us to get to know each other. We want to make sure you’re comfortable with us and our approach. We’ll ask more about your finances, goals, and your feelings as it relates to money.
CSG Financial LLC is a registered investment advisor offering advisory services in the State of Delaware and in other jurisdictions where exempt from registration. Registration does
not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund,
or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
The information on this site is provided “AS IS”. CSG Financial LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole
risk. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer,
solicitation, or recommendation would be unlawful or unauthorized.
