Wealth Protection Target CFG for clients seeking conservative, risk-managed wealth preservation with tailored financial plans; emphasize cross-sell opportunities for insurance, retirement planning, and estate strategies aligned with their asset-protection focus.

Boutique Scale Leverage the small teams and personal advisory approach to position premium, high-touch wealth management services to affluent families that desire bespoke solutions, potentially expanding into family office-type arrangements.

Independent Partner Highlight the independent advisory model with United Planners Financial Services to pitch differentiated investment strategies and fiduciary-aligned planning, offering external access to broader product suitable for client needs.

Digital Readiness Capitalise on existing tech stack including cloud and analytics to offer data-driven planning, client dashboards, and targeted digital marketing aimed at high-net-worth prospects seeking transparent performance and planning clarity.

Revenue Growth Position CFG’s $10–$25M revenue trajectory as a proof point for growth potential; explore strategic partnerships, scalable advisory services, and expansion into additional financial planning niches to accelerate top-line growth.