Business Services

CFSG works with solo entrepreneurs, small to medium sized companies, and non-profit organizations to provide comprehensive employee benefit plans, including retirement and 401K plans as well as health, dental, life, and long- and short-term disability insurance plans. We can also help establish a financial plan and stability for your business as it grows and develop plans for business continuation, transition planning or business succession.

We work with companies and non-profit organizations who are interested in sustainability and social justice issues to implement retirement plans that provide opportunities for employees to participate in Socially Responsible Impact Investing.

We ensure that we help your business provide the appropriate benefits and plans to your employees as your business grows. 

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • Estate Plans
  • Profit Sharing Plans
  • Business Continuity Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance