![]() ![]() We are grateful for the trust our clients have extended over the last half century, at the same time we are cognizant that our credibility is an asset that we must earn and protect every day. We believe in a holistic financial planning which combines Insurance Planning and Investment Strategy to help clients create streams of retirement income so that they are prepared for the retirement years. Senior principals work with you on a one-to-one basis at the local office level providing advice and guidance from project inception to completion. IFG is a boutique-wealth management firm with a group of team oriented financial professionals. Our commitment to client needs and expectations is evident in our organizational structure: purposefully flat. Our pursuit of excellence is displayed in our over 65 year tenure, thousands of transactions, and in the caliber of each CFA associate. Our system has been refined for decades toward achieving the difficult combination of maximum exposure with the utmost confidentiality. ![]() Our integrity is exemplified by the steps we take to safeguard your proprietary information and maintain confidentiality with all forms of communication. The core values that guided CFA associates in everyday work and decision-making long ago continue to be practiced today. When CFA was launched in the 1950s, we were guided by the beliefs of our founder. Contact your local CFAW Principal and start the process now. Don't enter a complex financial transaction without the best representation. You and your senior management will focus valuable time on growing your company with a CFAW expert on your team. In today's complex and evolving financial markets, we remove the burden of exploring specialized transactions. The organization offers annuity and life insurance solutions. Bringing in EY and EY Capital Edge to help organize the. We tame the inherent complexity that is the nature of mergers, acquisitions and securing capital resources. W&SFGD is based in Cincinnati, Ohio and comprised of a range of financial services providers. Weve got over 100 people on the platform today: all our teams use it. With a history exceeding six decades, CFAW has refined its processes to protect the confidentiality of the seller yet reach out to a huge "rolodex" of interested buyers in Europe, Asia and the Americas. FinThrive is breaking the cycle of inefficiency, so finance can flow freely. The owner wishes to keep complete confidentiality while reaching the broadest spectrum of qualified buyers. revenue management solutions that adapt with healthcare professionals. Selling middle-market sized companies is always a challenge. Imagine the advantage of tapping into the expert skills of a CFAW Principal who knows and understands both sides of a deal. Having no direct lending sources or investment capital affiliates, CFAW provides unbiased guidance and an extensive range of services for middle-market companies planning to sell a company, buy a company or in need of capital resources. ![]()
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