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Comprehensive Financial StrategiesGiving You Confidence in Your Financial Future

At Community Financial Group, we specialize in working with those nearing or entering retirement and providing the clear, comprehensive strategies you need to feel secure in your retirement years. We help ensure your finances are secure and your future is protected, so you can enjoy your retirement like you were meant to do.

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Easing the Stress of Financial Planning

Planning your finances for the rest of your life is a massive undertaking—and not one you should face alone. Community Financial Group is committed to taking the stress out of financial planning and taking uncertainty out of the equation, so you can look forward to the future with confidence and excitement for what lies ahead.

Meet The Team

We prioritize education and personalized service for every client.
By helping you have a clearer picture of your own finances,
we empower you to make financial decisions with confidence, while our team continues
to provide the support and services needed to move you towards your goals.

Meet the team

A Customized Plan for Your Unique Financial Journey

There’s no single roadmap to success—because there’s no single definition of success. What you envision for your future is unique, and you need a financial plan that’s just as unique to get there. That’s why Community Financial Group never deals in prepackaged financial strategies. Every financial recommendation we make is tailored to you, your needs, your vision, and your own definition of success.

Financial Planning

Financial Planning

Our comprehensive financial plans provide you with clear, actionable steps to take throughout your financial journey so that you can achieve your long-term goals.

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Retirement Planning

Retirement Planning

Approach your retirement years with confidence, not fear. We’ll help you secure your retirement income to ensure you’re supported throughout those years.

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Estate Planning

Estate Planning

What kind of legacy do you want to leave behind? We can help you develop an estate plan to provide for your loved ones, give to the causes you care about, and more.

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Asset Management

Asset Management

Community Financial Group serves in an advisory capacity, providing the guidance you need to manage your assets more effectively and turn them into a reliable source of income.

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Begin Your Journey with 4 Simple Steps

Taking the first step in mapping out your financial future can feel overwhelming, but we’ve broken it down into 4 simple steps that make financial planning as stress-free as possible.

  1. Getting to Know You: This happens over the course of two meetings. We’ll learn about you—and you’ll learn about us—as we talk about your hopes, fears, goals, and your finances.
  2. Developing a Plan: With the info you’ve given us, we’ll develop a plan and present it for review. You’re encouraged to take your time considering the plan before giving final approval.
  3. Taking Action: Once you’ve approved the plan, we’ll start putting it into action, including implementing our recommendations, submitting paperwork, and opening accounts.
  4. Monitoring Your Plan: Your financial plan is a living thing that will grow and change as your life does. That’s why we provide ongoing monitoring and annual reviews to keep things on track.

Ready to Take the First Step?

Getting to Know You 

Developing a Plan

Taking Action

Monitoring Your Plan

Richmond

Richmond




Fredericksburg

Fredericksburg




Roanoke

Roanoke




Financial EducationAs A Tool for success

At Community Financial Group, we specialize in working with educators—and we’re just as passionate about education as you are. Whether it’s on our blog or in a one-on-one meeting, we’re always striving to educate, inform, and empower our clients to reach their financial goals.

A Living Trust Primer

A Living Trust Primer

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Buying vs. Leasing a Car

Buying vs. Leasing a Car

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Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

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How Can
We Help?

Our team isn’t about helping people “get through” retirement. We want to set you up for long-term success, so you can truly enjoy your retirement years instead of worrying about your income. Let’s talk about what you need to feel confident and secure in your finances—both now and in the future.

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