CG Financial Services
Nicholas Schafer is an experienced financial services professional currently serving as a Relationship Manager and Case Manager at CG Financial Services since June 2021. Prior to this role, Nicholas held the position of Building Maintenance Crew Leader at Central Michigan University from June 2016 to June 2021, where responsibilities included leading a team, ensuring timely completion of tasks, and effectively communicating with residents. Nicholas also gained experience as an Office Assistant at TOTAL INVESTMENT PLANNERS, INC from May 2019 to February 2020, assisting advisors with client-related activities and managing communications. Nicholas holds a Bachelor of Science in Business Administration with a focus on Personal Financial Planning and General Finance from Central Michigan University, earned between 2017 and 2021.
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CG Financial Services
CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, Virginia, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs. Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs. For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business. As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are achieved. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team to create the best outcome possible to meet your goals. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews #WealthManagement #AssetManagement #RIA #RIAGrowth #CharlotteFinancialAdvisor #WilmingtonFinancialAdvisor #RichmondFinancialAdvisor #LansingFinancialAdvisor #personalCFO #BusinessOwners #EmployeeBenefitsProvider Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial.