CG Financial Services is a Munising, MI provider serving individuals and small businesses with tax and bookkeeping support. The available source material also describes the firm as offering adaptive financial planning for individuals and businesses, with services that include retirement and lifestyle planning, minimizing tax impact, legacy planning, insurance, and business financial services.

For business clients, CG Financial Services presents capabilities around business owners, retirement plans, executive benefits, business insurance, and employee health and welfare. Its public materials describe a planning process focused on organizing a client’s financial life and building an adaptive plan around changing goals.