CFG Retirement is an independent Registered Investment Advisor (RIA) firm specializing in retirement plan consulting for businesses. They work with business owners to design, implement, and manage company retirement plans such as 401(k)s and 403(b)s. The firm's core mission is to act as a co-fiduciary, helping clients navigate their fiduciary responsibilities, conduct investment due diligence, and improve employee engagement with their retirement benefits. They emphasize an independent and transparent approach to ensure the retirement plans they help manage are effective and compliant.

Founded in

United States