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Your Pathway to a Better Retirement

Crafting personalized wealth management strategies since 1983, it is our mission to
empower you to live your best life possible.

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Comprehensive Wealth Management Services

At Cuba Financial Group, our team of wealth management specialists offer personalized financial planning strategies that align with your vision for the future.

Financial Planning

Financial planning is an ongoing process in which our team looks at your entire financial picture in order to create strategies for pursuing your short- and long-term goals.

Services

Wealth Management

Wealth management is our holistic approach to financial planning that coordinates your investments, tax and estate planning strategies, and other financial matters.

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Estate Planning

Our thorough process helps you account for all of your assets and ensures that they transfer as smoothly as possible to the people or entities you wish to receive them.

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Insurance & Protection

Protecting your loved ones from unexpected financial impacts is a top priority. For this reason, we offer comprehensive insurance and risk management solutions.

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Tax Planning

Tax planning should be an essential part of your financial plan. Our planning process helps ensure that all elements work together to allow you to pay the least taxes possible.

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Charitable Giving

Helping you make meaningful contributions to your community is important to us. We tailor unique giving strategies that align with your values and charitable goals.

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A Long Legacy of Helping You Leave Yours

A Long Legacy of Helping You Leave Yours

The cornerstone of our business is a financial plan, literally. In 1982, prior to founding Cuba Financial Group, Richard Cuba crafted his own financial plan for his family and quickly realized the importance a financial plan is to pursuing your future goals. Just one year later, he set on this mission to empower others to find financial clarity. His actual plan still hangs in the office as our cornerstone as we continue to carry out this legacy.

Plan Your Legacy: Partner with Cuba Financial Group

Plan Your Legacy: Partner with Cuba Financial Group

You've worked hard to get where you are today - you want to be smart about how to plan your legacy to benefit your family going forward. For over 40 years, we have been helping our clients put insight into action.

Who We Serve
Customized Wealth Management for Every Stage of Your Life

Tailored strategies to support your life's transitions - every step of the way.

Young Accumulators

Young Accumulators

Wealth Management Solutions for recent post-undergraduate/graduate & Medical Professionals

Physicians and Professionals

Physicians and Professionals

Wealth Management Solutions for Physicians & Medical Professionals

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Wealth Management Solutions for those Preparing for Retirement or Entering Retirement

Business<br/>Owners

Business
Owners

Wealth Management Solutions for Business Owners & Entrepreneurs

Articles

Videos

Calculators

Presentations

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Humble Beginnings
Crafting Personalized Financial Strategies Since 1983

Years of experience in tailoring financial plans for meeting individual needs and establishing legacies.

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