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Our Services

Legacy-Building Financial Planning: Our Specialty

The pursuit of financial freedom can be complex, which is why we work tirelessly to ensure that your financial needs are met. At Cuba Financial Group, we're passionate about empowering you to live your life's purpose and create a legacy that extends beyond yourself.

Financial Planning

Financial planning is the key to pursuing your long-term goals. Our team of experienced advisors takes a holistic approach to financial planning, taking into account your unique situation and goals to create a personalized plan. We will work with you to determine your current financial situation, identify areas for improvement, and create a plan that aligns with your values and aspirations. With our guidance, you can feel confident in your financial future and the steps you're taking to pursue your goals.

Retirement Plan Consulting

Planning for retirement can be daunting, but with the right guidance and support, you can feel confident about your future. At Cuba Financial Group, we offer retirement plan consulting services to help you create a comprehensive plan that aligns with your unique goals and financial situation. Our team of advisors will work with you to evaluate your current retirement savings, identify any gaps or areas of concern, and develop a customized strategy to help you pursue your retirement goals. Trust Cuba Financial Group to help you plan for a secure and fulfilling retirement.

Estate Planning

Estate planning is an important step in ensuring that your loved ones are taken care of after you're gone. Cuba Financial Group can help you navigate the complex legal and financial issues involved in estate planning, including drafting wills and trusts, minimizing estate taxes, and transferring your assets to your beneficiaries. We work closely with our clients to create personalized plans that reflect their unique needs and goals. Trust us to help you protect your legacy and provide for your loved ones with our comprehensive estate planning services.

Succession Planning

Cuba Financial Group offers comprehensive succession planning services to help business owners create a clear and effective transition plan. Our team of experts will work closely with you to evaluate your business and personal financial needs, assess potential risks and opportunities, and develop a tailored succession plan that aligns with your goals and values. With our guidance and support, you can pursue a smooth and successful transfer of ownership while securing the long-term financial health of your business. Trust Cuba Financial Group to help you build a solid foundation for your business's future.

Corporate Exec Stock Option Planning

At Cuba Financial Group, we understand that executive compensation packages can be complex and difficult to navigate. Our team of experienced advisors can help you make sense of your stock options and develop a plan that works best for you and your financial goals. From evaluating your options to creating a strategy to maximize the potential of your stock options, we're here to guide you through the process. Trust us to provide personalized and comprehensive stock option planning solutions for your corporate executive needs.

Philanthropic Planning

Philanthropic planning is an essential component of wealth management. Our advisors can help you create a philanthropic strategy that aligns with your values and financial goals. We work with you to determine the best giving vehicles to maximize your charitable impact, including donor-advised funds, charitable trusts and private foundations. Our advisors can also assist you in evaluating the tax implications of charitable giving and ensuring that your philanthropic goals are integrated into your overall wealth management plan. Let us help you make a meaningful impact on the causes and organizations that matter most to you.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Our Approach

We offer a no-pressure relationship based on independent, fiduciary advice that puts your needs first.

Our Approach

Contact Us

Contact us today and let us help you navigate your finances so you can live a comfortable and purposeful life.

Contact Us Today

Our Team

We’re proud to carry the Certified Wealth Strategist® designation. We deliver holistic, goal-based solutions.

Meet the Team