Financial Planning

Financial Planning

CIGX, LLC, investment counsel, offers financial planning services, including retirement planning, college planning, investment planning, and insurance planning. 

We take a broad and thorough approach to your financial future. The process begins with data gathering, such as asset and liability information, budgeting, and personal needs and wants and is completed with the implementation of a workable financial plan.

See our financial calculators

Read more on planning for life’s big expenses

The first step in financial planning is determining a clients’ needs. Identifying where you are today, and where you want to be when you retire, is a good place to start. Next, we will use our expertise in the field to compile a financial plan that gets you there safely.

Financial planning is a term that includes a multi-level plan. Included within a thorough financial plan is:

  • Education
  • Retirement
  • Estates