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Who We Work With

Young Accumulators

Young Accumulators

Whether you're a resident physician, nurse or entry-level employee, we're here to help you navigate the world of personal finance. Our team provides personalized guidance on topics such as employer benefits, retirement planning, insurance, student loan repayment and budgeting. We believe that sound financial decisions made during these formative years have a significant impact on your future.

Personalized Financial Solutions for Life's Changes

Life is full of unexpected changes and your financial goals will evolve over time. Cuba Financial Group is here to help you navigate the road ahead, whether you're saving for a house, planning for college, or caring for aging parents. We emphasize providing a client experience that stands head and shoulders above the rest and provide personalized solutions to your financial questions by taking a tailored approach to planning. With our help, you can plan, prepare and face whatever comes your way with confidence.

  • Q: How can I prioritize and balance the competing demands on my finances, like funding immediate needs, versus saving for my child’s college education or saving for retirement?
  • Q: What would be the impact if I quit working and stayed home with my child for a year or two?
  • Q: How much will my child actually need for college when the time comes?
  • Q: How can I make sure my family will be provided for in the event of my death, or if I am unable to work?

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

AdviceWorks: Creating Custom Financial Solutions

AdviceWorks: Creating Custom Financial Solutions

AdviceWorks is an innovative technology that allows us to create customized solutions tailored to your unique needs and goals. With AdviceWorks, we can help you make informed decisions and pursue your financial objectives with confidence. Say goodbye to the hassle and confusion of financial planning and let us help you focus on what really matters to you.

Our Services

Caring, personalized service from our advisors and our team designed to deliver delightful experiences.

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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