CFG Wealth Management, LLC

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CFG Wealth Management, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from CFG Wealth Management, LLC, Financial planner, 1221 Merchant Way, Ste 201, Statesboro, GA.

CFG Wealth Management, LLC provides sound financial advice utilizing diversification, comprehensive planning techniques, asset protection, and heir legacy protection.

๐–๐ก๐š๐ญ ๐‚๐จ๐ฎ๐ฅ๐ ๐†๐จ๐ข๐ง๐  ๐ข๐ญ ๐€๐ฅ๐จ๐ง๐ž ๐‚๐จ๐ฌ๐ญ ๐˜๐จ๐ฎ?โฃโฃManaging your investments is one thing, but turning those savings into a sustainabl...
10/17/2026

๐–๐ก๐š๐ญ ๐‚๐จ๐ฎ๐ฅ๐ ๐†๐จ๐ข๐ง๐  ๐ข๐ญ ๐€๐ฅ๐จ๐ง๐ž ๐‚๐จ๐ฌ๐ญ ๐˜๐จ๐ฎ?โฃ
โฃ
Managing your investments is one thing, but turning those savings into a sustainable retirement income requires a different approach. We discuss the potential pitfalls of planning for retirement on your own, including Social Security timing, tax-efficient withdrawals, and protecting a surviving spouse. We also explore how a comprehensive financial strategy and professional guidance can help retirees make more informed decisions, maximize their resources, and gain greater peace of mind.

Listen here: https://financially-tuned.s3.us-east-2.amazonaws.com/public/PeG7q6Xaj7yWabFitQrUOpl79wID3fefDbePi5bm.mp3

10/13/2026

Meet the Retirement Red Zone.

๐Œ๐จ๐ฏ๐ž๐ฌ ๐„๐ฏ๐ž๐ซ๐ฒ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ž ๐’๐ก๐จ๐ฎ๐ฅ๐ ๐Œ๐š๐ค๐ž ๐๐ž๐Ÿ๐จ๐ซ๐ž ๐ญ๐ก๐ž ๐๐š๐ฅ๐ฅ ๐ƒ๐ซ๐จ๐ฉ๐ฌAs the year-end deadline approaches, we walk through key moves reti...
10/10/2026

๐Œ๐จ๐ฏ๐ž๐ฌ ๐„๐ฏ๐ž๐ซ๐ฒ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ž ๐’๐ก๐จ๐ฎ๐ฅ๐ ๐Œ๐š๐ค๐ž ๐๐ž๐Ÿ๐จ๐ซ๐ž ๐ญ๐ก๐ž ๐๐š๐ฅ๐ฅ ๐ƒ๐ซ๐จ๐ฉ๐ฌ

As the year-end deadline approaches, we walk through key moves retirees should make now rather than waiting until December, including required minimum distributions and charitable giving strategies. We also explore how qualified charitable distributions can potentially reduce taxable income and affect Medicare premiums and Social Security taxation, along with when Roth conversions may make sense as part of a longer-term retirement and legacy strategy. The bottom line: don't let year-end deadlines sneak up on youโ€”proactive planning can help avoid costly mistakes and make the most of your retirement strategy.

Listen now: https://financially-tuned.s3.us-east-2.amazonaws.com/public/hLXABHKODOUilTS8Xr7FmzLIS3iXecweDsDZfmqA.mp3

10/06/2026

Even if they saved the same amount.

๐–๐ก๐š๐ญ ๐€๐ซ๐ž ๐˜๐จ๐ฎ ๐‘๐ž๐š๐ฅ๐ฅ๐ฒ ๐‹๐ž๐š๐ฏ๐ข๐ง๐  ๐˜๐จ๐ฎ๐ซ ๐Š๐ข๐๐ฌ?The greatest wealth transfer in our nation's history has begun. You need to make s...
10/05/2026

๐–๐ก๐š๐ญ ๐€๐ซ๐ž ๐˜๐จ๐ฎ ๐‘๐ž๐š๐ฅ๐ฅ๐ฒ ๐‹๐ž๐š๐ฏ๐ข๐ง๐  ๐˜๐จ๐ฎ๐ซ ๐Š๐ข๐๐ฌ?

The greatest wealth transfer in our nation's history has begun. You need to make sure you are doing what's right for you and your family. We talk about major tax mistakes to avoid and strategies to help you and your family.

Check out this week's podcast to learn more:
https://financially-tuned.s3.us-east-2.amazonaws.com/public/nXOZYVPTzXFuSgvyeZEvVvmolGOCZogU6uFGFIxN.mp3

๐’๐จ๐œ๐ข๐š๐ฅ ๐’๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ฒ - ๐ˆ๐ฌ ๐ญ๐ก๐ž ๐Œ๐š๐ญ๐ก ๐–๐จ๐ซ๐ค๐ข๐ง๐ With the looming possibility of trust fund depletion and potential reductions in pr...
09/26/2026

๐’๐จ๐œ๐ข๐š๐ฅ ๐’๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ฒ - ๐ˆ๐ฌ ๐ญ๐ก๐ž ๐Œ๐š๐ญ๐ก ๐–๐จ๐ซ๐ค๐ข๐ง๐ 

With the looming possibility of trust fund depletion and potential reductions in projected Social Security benefits, we examine whether standard retirement income strategies can withstand these upcoming changes. We break down the real-world impact of potential benefit cuts on a typical retiree's budget and explore why relying solely on pre-tax accounts can leave you vulnerable. Join us as we share strategic adjustmentsโ€”including Roth conversions and income diversificationโ€”to help ensure your financial plan remains resilient no matter what lies ahead.

Listen Now: https://financially-tuned.s3.us-east-2.amazonaws.com/public/aIekMeDChaaf4QyJtoZI5WasOwaAp66z8vJwcecI.mp3

๐‡๐จ๐ฐ ๐ƒ๐จ ๐˜๐จ๐ฎ ๐Š๐ง๐จ๐ฐ ๐–๐ก๐ž๐ง ๐“๐จ ๐’๐ญ๐จ๐ฉ ๐†๐จ๐ข๐ง๐  ๐ข๐ญ ๐€๐ฅ๐จ๐ง๐ž?While self-directed investing during your working years is relatively straig...
09/14/2026

๐‡๐จ๐ฐ ๐ƒ๐จ ๐˜๐จ๐ฎ ๐Š๐ง๐จ๐ฐ ๐–๐ก๐ž๐ง ๐“๐จ ๐’๐ญ๐จ๐ฉ ๐†๐จ๐ข๐ง๐  ๐ข๐ญ ๐€๐ฅ๐จ๐ง๐ž?

While self-directed investing during your working years is relatively straightforward, managing distributions in retirement requires a far more complex set of ongoing financial decisions. We explore why even successful investors must shift their strategies to navigate taxes, medical expenses, and long-term income protection effectively. Learn how partnering with dedicated financial professionals can safeguard your nest egg and help ensure your retirement plan stays on track for the long haul.

https://financially-tuned.s3.us-east-2.amazonaws.com/public/qrs35MLkMMiadrsoLrJ3g7Uu5qIRkenZ0W1GgBbp.mp3

๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐ข๐ฌ ๐ญ๐ก๐ž ๐Ž๐ฎ๐ญ๐œ๐จ๐ฆ๐žIn this episode, we explore why having a large lump sum in retirement savings isn't enough on its o...
09/08/2026

๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐ข๐ฌ ๐ญ๐ก๐ž ๐Ž๐ฎ๐ญ๐œ๐จ๐ฆ๐ž

In this episode, we explore why having a large lump sum in retirement savings isn't enough on its own without a reliable, tax-efficient strategy to turn it into sustainable income. We compare two different approaches to managing a $2,000,000 nest egg, highlighting how sequence-of-returns risk and market downturns can quickly undermine a traditional 4% withdrawal rate. Finally, we share how combining guaranteed income sources with smart tax planning and lower withdrawal rates can protect your portfolio and provide lasting financial peace of mind.

Listen now:

https://financially-tuned.s3.us-east-2.amazonaws.com/public/UIU7m6wmMZqvw5MgfeynexoGmTRpAwejDKHTzg9m.mp3

Freedom is one of our nationโ€™s greatest blessingsโ€ฆ one that has been protected through the courage and sacrifice of coun...
07/04/2026

Freedom is one of our nationโ€™s greatest blessingsโ€ฆ one that has been protected through the courage and sacrifice of countless men and women who came before us.

This Independence Day, as we celebrate our countryโ€™s 250th birthday, we pause to remember those who have served, honor those who continue to protect our freedoms, and celebrate the opportunities we are blessed to enjoy as Americans.

From all of us at CFG Wealth Management, we wish you and your family a safe and meaningful 4th of July.

Happy Independence Day! ๐Ÿ‡บ๐Ÿ‡ธ

Plan Purposefully. Live Confidently. Leave a Legacy.

Dreaming about retirement is exciting. Planning for it is essential. Letโ€™s make sure your financial future is ready when...
06/08/2026

Dreaming about retirement is exciting. Planning for it is essential. Letโ€™s make sure your financial future is ready when you are. Contact our office today by calling our office at 877-269-0839 or visit our website: www.chancefinancialgroup.com

Address

1221 Merchant Way, Ste 201
Statesboro, GA
30458

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18772690839

Website

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