At CIG Financial Services, we offer comprehensive financial services and investment management solutions to our clients through relationships built on trust and integrity. CIG is dedicated to a personalized approach that our clients have come to appreciate and expect. We seek to enrich the lives of those we serve and empower current and future generations in the creation, management, and distribution of wealth.
Investment & Asset Management
- Individuals, Families, and Children
- Corporations & Small Businesses
- Socially Responsible Investment Objectives
- Charities, Foundations, Churches, and Clubs
- College Funding, 529 Plans
Institutional Pricing Available
Estate Planning & Management
- Trust Management
- Wealth Preservation Strategies
- Charitable Gifting Plans
- Estate Tax Reduction Programs
- Individualized Financial & Estate Plans
Retirement
Planning
- Corporate Plans, 401(k), and Profit Sharing
- Individual 401(k) Account Education & Management
- SEPs, SIMPLE IRAs, and SIMPLE 401(k)s
- ROTH & Traditional IRAs
- 403(b) plans (TSAs) & 457 Plans
Brokerage
Services
- Stocks, Bonds & Mutual Funds
- Money Market Accounts & Brokered Certificates of Deposit
- Fee-Based "No Commission" Brokerage Accounts
Business Advising & Management
- Family Business Continuation Plans
- Buy/Sell Funding Agreements
- Tax Management Strategies
- Deferred Compensation Plans
- Executive Bonus & Key Employee Benefit Packages
- Business Valuations
Complete Insurance Coverage
- Term, Universal, Index Universal, & Variable Universal Life
- Last Survivor Estate Policies
- Disability
- Long Term Care
- Medical Insurance
- Home, Farm, & Auto (through our local business partners)
Investment products and services currently available only to residents of AZ, CA, CO, FL, GA, ID, IL, IN, IA, KY, MD, MI, NE, NY, OH, TN, TX, VA, and WI.
Fee-based investment advisory services currently available only to residents of AZ, CA, CO, FL, GA, ID, IL, IN, MD, MI, NY, OH, TN, TX and WI.
Insurance products and services currently available only to AZ, CO, FL, GA, IN, KY, MI, OH, TN, TX, and VA.
