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A Personalized Process for your unique roadmap

A Personalized Process for your unique roadmap

As an independent financial services firm, CFG Advisors has the experience and knowledge to determine the appropriate financial strategies and solutions tailored to your specific needs. We also stress education and information, which can empower you to make the right decisions. Our Investment Advisor Representatives are fiduciaries, and we put your best interests ahead of anything else, helping to build confidence in our recommendations and advice.

Decades of Experience in your corner

Decades of Experience in your corner

CFG Advisors is a family-owned business dedicated to serving clients in Omaha and the state of Nebraska. Launched in 1960s, the company offers knowledgable staff and quality products and services to help pursue your financial goals. We advise and assist physicians, educators and business owners to build a foundation that supports current endeavors while planning for the future.

Services for a long-term perspective

Services for a long-term perspective

Whether your need is for retirement and estate planning, saving for a child’s college, or employee attraction and retention, you can count on our knowledgeable staff to develop suitable strategies and recommendations to help support you now and get you to your goals. Our passion for excellence, along with our 175 years of combined experience and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own. 

Specialized approaches for unique professionals

At CFG Advisors, we pride ourselves on helping individuals who are dedicated to helping others. Here are the professions we’re proud to serve:

Physicians: supporting financial health

CFS Advisors helps protect your assets and finances while you tend to the health of your patients.

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educators: teaching and empowering

While you make a positive impact on your students, we’re dedicated to helping impacting your finances.

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business owners: best and the brightest

We work with business owners to attract and retain quality employees, while helping reduce tax burdens.

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financial services for all life phases

As your financial journey partner, we’re dedicated to helping you build and grow a foundation that helps support you now and in the future. Here are the services that help make it happen.

wealth management

Our approach to your portfolio is supported by personal planning, risk minimization, disciplined money management and tax efficiency.

retirement decisions

We stand ready to answer all your questions about retirement, including the timeline, financial goals and available investment options.

retirement planning

Our goal is to educate while making certain you have enough money to confidently fund your retirement and enjoy the lifestyle you envision.

estate planning

CFG Advisors work with you to help ensure that the estate you worked so hard to build is passed down for the benefit of future generations.

college planning

With the costs of higher education increasing, CFG Advisors offer recommendations that help you budget and save for your children’s future.

Insurance Solutions

Our team assists in protecting you and your assets in case something happens, while helping ensure your loved ones are cared for if you aren’t around.

Additional Resources

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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