WORKING WITH YOU

“Community Financial provides an extraordinary level of care. The people are knowledgeable and truly committed to helping our family achieve its hopes and dreams and deal with life’s unexpected challenges.” – Joanne R

What You Can Expect

The advisor and client relationship is an ongoing dialogue.  When we meet with clients, we provide them economic and market updates.  We also confirm their investment objectives, goals and cash flow needs.   We’re here for you on your journey.  We are not a one-size-fits-all shop; we make updates as circumstances change. 

 Mike and Linda dreamed of retiring in 5 years. They had recently inherited some money and also had some cash, IRAs and additional securities with another firm, but at the time, the stock market was in decline and a significant portion of their net worth was tied up in real estate. The couple was very worried about whether or not they would be able to retire someday. After several planning sessions with their CFSG Wealth Advisor, they added to their equity holdings and increased equity allocation significantly to benefit from the upcoming rise in the stock market. Their advisor also helped them to design a plan to sell some of their real estate holdings and invest those proceeds to eventually generate enough retirement income from their portfolio.  By diversifying into more liquid assets at Community Financial, they were able to retire on time.

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The Benefits Of An Enduring Financial Relationship

The Benefits Of An Enduring Financial Relationship

When a husband and wife, clients of CFSG for several years, expressed their desire to move out of state and closer to their grandchildren, we quickly contacted a loan officer at one of our affiliate banks and arranged a loan, allowing our clients to buy a new home near their family before they even listed their home in Vermont.

Another client began receiving less and less service on his business loans from his bank, which had recently become part of a large, out-of-state organization. Knowing he was dissatisfied, our wealth advisor contacted the president of one of CFSG’s 3 owner banks and quickly arranged for the loans to be moved and serviced locally. Now, our client receives the service he deserves.

Working With Business Owners and Entities

Our Wealth Advisors work with small businesses ranging from two people to large companies with hundreds of employees. Business owners have unique needs for estate planning, succession planning and often times, investments for both their business and their personal financial affairs. We are able to offer them creative ways to save taxes, invest their funds and plan for that day when they can retire. They often lead very busy lives and value our help managing their financial affairs.

Steve and Joan each inherited assets from parents who had died in the past 18 months. Additionally, both had wills with no power-of-attorney documents or trusts. They also had retirement assets through their business, as well as several types of IRAs. After reviewing their array of assets, our wealth advisor saw that when either Steve or Joan passed away, certain assets would pass through Probate Court – a costly exercise that could take another year as well as make some of their assets public record.  Our wealth advisor was able to work with Steve and Joan to avoid having assets end up in the probate court.  

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Working With Business Owners and Entities

Our Wealth Advisors work with small businesses ranging from two people to large companies with hundreds of employees. Business owners have unique needs for estate planning, succession planning and often times, investments for both their business and their personal financial affairs. We are able to offer them creative ways to save taxes, invest their funds and plan for that day when they can retire. They often lead very busy lives and value our help managing their financial affairs.

Steve and Joan each inherited assets from parents who had died in the past 18 months. Additionally, both had wills with no power-of-attorney documents or trusts. They also had retirement assets through their business, as well as several types of IRAs. After reviewing their array of assets, our wealth advisor saw that when either Steve or Joan passed away, certain assets would pass through Probate Court – a costly exercise that could take another year as well as make some of their assets public record.  Our wealth advisor was able to work with Steve and Joan to avoid having assets end up in the probate court.  

Schedule a Meeting

Working With Business Owners and Entities

Our Wealth Advisors work with small businesses ranging from two people to large companies with hundreds of employees. Business owners have unique needs for estate planning, succession planning and often times, investments for both their business and their personal financial affairs. We are able to offer them creative ways to save taxes, invest their funds and plan for that day when they can retire. They often lead very busy lives and value our help managing their financial affairs.

Steve and Joan each inherited assets from parents who had died in the past 18 months. Additionally, both had wills with no power-of-attorney documents or trusts. They also had retirement assets through their business, as well as several types of IRAs. After reviewing their array of assets, our wealth advisor saw that when either Steve or Joan passed away, certain assets would pass through Probate Court – a costly exercise that could take another year as well as make some of their assets public record.  Our wealth advisor was able to work with Steve and Joan to avoid having assets end up in the probate court.  

Schedule a Meeting

Working With Business Owners and Entities

Our Wealth Advisors work with small businesses ranging from two people to large companies with hundreds of employees. Business owners have unique needs for estate planning, succession planning and often times, investments for both their business and their personal financial affairs. We are able to offer them creative ways to save taxes, invest their funds and plan for that day when they can retire. They often lead very busy lives and value our help managing their financial affairs.

Steve and Joan each inherited assets from parents who had died in the past 18 months. Additionally, both had wills with no power-of-attorney documents or trusts. They also had retirement assets through their business, as well as several types of IRAs. After reviewing their array of assets, our wealth advisor saw that when either Steve or Joan passed away, certain assets would pass through Probate Court – a costly exercise that could take another year as well as make some of their assets public record.  Our wealth advisor was able to work with Steve and Joan to avoid having assets end up in the probate court.  

Learn More

Working With Business Owners and Entities

Our Wealth Advisors work with small businesses ranging from two people to large companies with hundreds of employees. Business owners have unique needs for estate planning, succession planning and often times, investments for both their business and their personal financial affairs. We are able to offer them creative ways to save taxes, invest their funds and plan for that day when they can retire. They often lead very busy lives and value our help managing their financial affairs.

Steve and Joan each inherited assets from parents who had died in the past 18 months. Additionally, both had wills with no power-of-attorney documents or trusts. They also had retirement assets through their business, as well as several types of IRAs. After reviewing their array of assets, our wealth advisor saw that when either Steve or Joan passed away, certain assets would pass through Probate Court – a costly exercise that could take another year as well as make some of their assets public record.  Our wealth advisor was able to work with Steve and Joan to avoid having assets end up in the probate court.  

Learn More

My local CFSG representative has always been available to meet with me, listen to my questions and offer sage advice…their sound advice has allowed my account to show steady growth…in a way that is very comfortable for me…” -Lauren M

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*Names have been changed for the privacy of our clients.