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Distinguishing Characteristics
At CSG, we distinguish ourselves in a number of ways over other financial services firms. We believe that our relationship with the client is like that of a partner, corporate associate, personal advisor or even an employee. Our focus is on the client's assets today and the distribution or transfer of those assets tomorrow.

Due to our planning process with each new customer and the corporate goals we have established, we provide input and recommendations on a number of areas other than the management of cash or cash equivalents. A few examples of the areas we consider for each client are:

The use of various trusts and partnerships to enhance both asset management and tax treatment of the client's asset base. Both the Living Trust and the Family Limited Partnership are excellent tools that can easily and effectively enhance asset protection far beyond the standard last will and testament or other type of disability provisions.

Life insurance is another area we address due to its exceptional characteristics and inherent benefits. The need for insurance is usually a very simple decision and can be supported by various mathematical calculations. However, decisions about type of coverage needed and the company from which the policy should be purchased is a critical part of the transaction. Product knowledge in this area of risk management is where CSG can provide excellent counseling.

Due to our experience in dealing with financial matters over the last twenty-five years, and our various licenses, subsidiary companies and professional relationships with attorneys, accountants, bankers, insurance companies, etc., we feel confident in assisting clients with:

  • Portfolio management - asset allocation

  • Income tax planning and considerations

  • Estate tax and gifting strategies

  • Mortgage financing or refinancing

  • Stock options and financing arrangements

  • Long term care considerations

  • Tax-free exchanges for like assets

  • Disability income and associated risks

  • Retirement planning and funding projections

  • Personal liability concerns associated with wealth

  • Private banking services

  • Capital markets financing

  • Private placement evaluations

  • Self-directed retirement plan investments

  • Customized corporate retirement plans

  • Employee stock option retirement plans

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