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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.