CBG & Co Inc

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15 Years

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(317) 257-7400Visit WebsiteMap & Directions8465 Keystone Xing Ste 145Indianapolis, IN 46240 Write a Review

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CBG & Co Inc

Tax Planning
We focus first on the comprehension of your practice financial information. CBG has decades of experience working on and analyzing dental practice financial statements. This experience allows us to help clients develop management reports that provide the information needed to assess and improve financial outcomes. Accurate and timely reporting allows for proactive tax planning which can reduce the fear and sense of surprise that can occur as tax returns are filed. This information sharing takes place throughout the year so that you are informed and better equipped to make business decisions, knowing the tax implications ahead of time.

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financing available

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Keystone at The Crossing

AKA

Cbg & Company Inc

Igms Inc

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http://www.cbgfinancialplanning.com

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Details

Phone: (317) 257-7400

Address: 8465 Keystone Xing Ste 145, Indianapolis, IN 46240

Website: http://www.cbgfinancialplanning.com

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CBG & Co Inc

Tax Planning
We focus first on the comprehension of your practice financial information. CBG has decades of experience working on and analyzing dental practice financial statements. This experience allows us to help clients develop management reports that provide the information needed to assess and improve financial outcomes. Accurate and timely reporting allows for proactive tax planning which can reduce the fear and sense of surprise that can occur as tax returns are filed. This information sharing takes place throughout the year so that you are informed and better equipped to make business decisions, knowing the tax implications ahead of time.
Tax Services
Please do not hesitate to reach out to us for assistance with Financial Planning, Tax Preparation and Accounting, Investment Advisory, and Transition Consulting services. We are happy to help.
Income Tax

Investment Management
The planning process will cover all relevant areas of your financial life, including but not limited to: cash flow structure, investment portfolio management, debt management, savings targets, retirement planning, tax planning, estate planning, business planning, ownership transition planning, and insurance analysis. We will communicate via periodic conference calls and online meetings where we will continue to reassess and update action plans and coordinate with your other business advisors as needed. Keeping all of your advisors informed is important since they will often be involved in the implementation of your plan.
Mutual Funds
From the beginning of the process through our partnerships with Charles Schwab, Morgan Stanley, Vanguard, etc., we assist our clients in creating a custom investment allocation. Our commitment to you is to provide the guidance that is necessary to ensure it is a hassle-free experience from the opening of accounts to the transferring of existing assets. Low-cost no-load mutual funds and ETFs are the foundation of our clients’ portfolios, which ensures as much of your money works for you as possible. Through it all, you will have 24-hour access to your accounts and complete transparency.

Accounting Services

Financial Planning
CBG was founded because we saw an opportunity to offer our specialized expertise in financial planning and dentistry in a comprehensive manner that is not easily duplicated. We are continually focused on helping our clients develop their plan to achieve personal and professional financial goals and assisting them in staying on track along the way.
Retirement Planning
He has saved diligently over his career, especially after his kids graduated from college, but isn’t confident that he has saved enough and needs assistance in analyzing all the factors that go into retirement planning.

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