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Financial Education & Advising

FG Financial is a financial education and advising service that seeks to empower its clients to take charge of their finances so they can live their best lives.

FG Financial’s Services

Virtual, Financial Education & Advising Sessions

Schedule a 1 hour session to discuss and receive guidance on money topics of importance to you. Your situation is unique and so is your future. Let’s work together to identify the money topics that impact you most and provide you the information you need to maximize your financial planning.

Financial Plans

A comprehensive financial plan will review your current situation, clarify and articulate your financial goals, and strategically guide you to accomplish those goals. Areas of focus will include budgeting, taxes, investments, insurance, retirement, estate planning, and other related topics.

Virtual, Financial Education Workshops

FG Financial offers workshops on a variety of topics to organizations and communities who desire to learn more about financial planning. These engagements can be tailored to the specific needs of the organization or community. Please contact FG Financial for pricing and availability for this service.

Financial Topics

  • Budget Planning
  • Career Planning
  • Credit Profile Improvement
  • Debt Management
  • Education Planning
  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Real Estate Planning
  • Retirement Planning
  • Vehicle Purchase Planning

“Success at anything will always come down to this: focus and effort. And we control both.”

Dwayne Johnson

Financial Decision-Making

Behavioral economists estimate that 70% of economic decision-making is comprised of emotion. A first step towards improving your financial decisions is to understand your emotional relationship with money.

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VISION

Financial Prosperity For All Who Want It

MISSION

To assist individuals, partners, and families with achieving their goals and aspirations through financial education, empowerment, & action

CORE VALUES

Equity

Long-Term Growth

Sustainability

Efficiency