Our Services Many of our clients retain us to be their personal “CFO”. We coordinate various aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. The following are areas of interest that we provide to individuals, families and business owners INVESTMENT ADVISORY* / PLANNING SERVICES* Comprehensive Financial Planning Legacy Planning Charitable Gifting Estate & Wealth Transfer Professional Recommendations Retirement Income Planning INSURANCE CONSULTING Life Insurance Policy Audit & Analysis Long Term Care Planning Trust Services Disability Insurance WEALTH MANAGEMENT* Retirement Planning Investment Management College Planning 401k & IRA Rollovers IRA’s & Roth IRA’s Privately Managed Accounts Brokerage Account Access CORPORATE BENEFITS Company Sponsored Retirement Plans* Executive Benefits Group Life & Disability Plans Voluntary Employee Benefits Deferred Compensation Strategies Business Succession Planning * Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Girard Financial Group, LLC and Cambridge are not affiliated.