​CG Financial Services, headquartered in Williamston, Michigan, offers adaptive financial planning services for individuals and businesses, aiming to organize clients’ financial lives and develop plans that evolve with their goals. With over 25 years of experience, the firm manages approximately $4.0 billion in assets and employs 69 fiduciary advisors. Their comprehensive services include retirement and lifestyle planning, tax minimization strategies, legacy planning, insurance solutions, business growth and protection strategies, employee benefits, and health and welfare programs. CG Financial Services emphasizes a holistic approach, ensuring that every aspect of a client’s financial life is considered and planned for. The firm operates as a fiduciary, serving clients’ best interests, and maintains independence by not being limited to any specific investment or insurance company. ​