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CFG Registered Investment advisors provides comprehensive, fee based financial planning services to individuals and investment management services to both individuals and company retirement plan sponsors.  The firm is a Registered Investment Advisory Firm with the United States Securities and Exchange Commission ("SEC").

At CFG, we don’t set out to meet your financial expectations: we set out to exceed them. Our passion for reducing costs will assure the smooth transition of your goals from dream to reality, making Cascade Financial Group Western Michigan’s most distinctive financial planners.

What steps has CFG taken to accomplish our Vision?

1.  We’ve become an RIA (Registered Investment Advisory) Firm.
2.  We’ve lowered our fees.
3.  We’ll show you how fees may be tax deductible.
4.  By using no-load funds.
5.  By including the cost of tax preparation and other services.*
6.  By striving to use better performing funds.** 

Index funds have given demonstrably better results in the last 1-3-5-10 and 15 years than loaded mutual funds.  I invite you to compare loaded actively managed funds and see for yourself which way you would rather invest for the short and long term.

*Please see our ADV Disclosure Form for qualification status.
**Of course past performances is no guarantee of future results, but because of lower costs index funds
***Cascade Asset Managers, LLC does not provide tax or legal advice.  However, CFG Tax & Accounting LLC may provide accounting assistance.  Please see our ADV disclosure from for more information.