Certified Financial Group, Inc.

For over thirty years, professionals at Certified Financial Group (“CFG”) have delivered fee-based retirement planning, providing peace of mind to countless families in Central Florida. In fact, CFG is one of the oldest and largest independent financial planning firms in the area. Our 10 CERTIFIED FINANCIAL PLANNER™ practitioners have over 200 years of combined experience. Each is trained in all areas of financial planning to include investment planning, retirement planning, estate planning, and income tax planning. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan.

We take the business of financial planning seriously! All 10 of our CERTIFIED FINANCIAL PLANNER™ practitioners adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation.

It all starts with a Free Consultation. Because financial needs and concerns vary from one family to the next, the practitioner with whom you meet will conduct a personal interview to discuss your financial objectives. At this meeting, you will be able to assess our capabilities, get questions answered, and make an informed decision about beginning a long-term professional relationship to help achieve your financial goals.

Independent, superior accreditation, fee-based, client-focused...come experience The Certified Difference™.

Specialties

Retirement Planning, Investment Management, Estate Planning, Social Security Planning, Tax Strategies, College Education Planning

New hires at Certified Financial Group, Inc.

Planning Assistant

Carrie Augustine

Came from...

Executive Schedulers Plus, Scheduler and Admin work / Sales Assistant