CG Financial

About Us

I optimize retirement plans and compensation philosophies that helps HR Professionals increase morale, keep the desired employees, and reduce the time and costs involve in crafting benefit packages.

The "secret" is to look at the new formula: Salary + Retirement Plan Benefit + Health Care Benefits + Career Development = Retention Budget

From, analyzing the company expenditure on the match, to creating a "retention budget", to innovating the retirement plan benefit, to implementing financial literacy modules, to crafting the message for employees, I'll help you rapidly create a retirement plan that solves for the biggest issue you own today – keeping the great employees and hiring new ones!

Nothing else keeps employees engaged, skyrockets your morale, and reduces costs to the organization as effectively as a compensation philosophy and a benefit system that speaks to their everyday life now.

I’ve spent the last 8 years specializing in the retirement plan field and now I help HR Professionals, CFO’s, and fiduciary teams, turn their biggest headache and expenditure into an opportunity to stand out as an employer to the average applicant - even if they have no time to waste.

HOW I CAN HELP:

? If you think your employees are like the 55% of Americans that are behind on savings. Let’s look at how well the company match is being used.

? Reducing the nationwide average of a 24% turnover rate to increase production and employee morale.

? Implementing financial literacy modules to your employees to reduce the estimated $1,900 dollar cost per employee to an employer due to fin