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Financial Services

You look for certain strengths in a financial services firm. Things like experience, integrity, objectivity and trust. At Clifton Gunderson Financial Services (CGFS Holding LLC), our planning and consulting services are tailored to your vision, your goals and your objectives. Where you are, and where you want to be, are the two most powerful forces guiding our relationship.

Our experienced professionals will help you visualize a plan for your future, and offer all the resources you need to set it in motion. Whether the goal is retirement, a college education, a competitive benefits package for your employees, reduced taxes on your estate, or any of the endless combinations of personal and business objectives, Clifton Gunderson Financial Services will be with you listening, watching and helping you take action.

Your goals, your family and your business may change. Our commitment to exceeding your expectations does not. Count on Clifton Gunderson Financial Services to be here with integrated financial services, unique insights and objective advice to help you reach your goals.

Clifton Gunderson Financial Services expertise and experience will help you—

  • Identify your financial goals
  • Manage your cash flow
  • Review your insurance needs
  • Build education funds
  • Minimize income tax liability
  • Maximize retirement savings
  • Plan for a smooth business succession
  • Develop an estate plan
  • Monitor your investment performance
  • Create a customized investment strategy
  • Plan for elder care and other special needs

Privacy Statement

Business Continuity Plan

Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.

Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.

CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.