Media Business | Jeff Casey - How the Media Deals with Wealth Management & Financial Strategies

Tony Conley is a newer content contributor and show-host for Michigan Business Network. To wrap up his seventy-ninth episode, Tony has a three-segment conversation about Michigan’s wealth management, election impacts on assets, savings advice, and CG Financial Services' adaptive planning approach.

He welcomes Jeff Casey, President of CG Financial Services and has been in the financial industry for over 25 years.

Listen to Jeff and Tony's conversation by clicking on the PodCast playlist below!

Michigan Business Network · Media Business | Jeff Casey - How the Media Deals with Wealth Management & Financial Strategies

CG Financial Services provides adaptive financial planning for individuals and businesses and manages over $3.1 billion in assets.

As a founding partner and Senior Financial Advisor of CG Financial Services, Jeff has been a pillar of CG Financials foundation, specializing in areas of comprehensive wealth management, executive compensation, and corporate retirement plans.

Jeff works to build and implement business strategies across the four divisions of CG Financial Services: Individual Wealth Management, Business Services, CG Advisor Network, and CG Insurance Agency. Jeff strives to help clients and employees reach their personal and financial

The primary questions they cover in this conversation include:

What is the state of the Wealth Management business in Michigan?

Do your customers ask how the upcoming election will affect their assets?

How much should people be saving?

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Thank you to Benjamin Robinson and Motor City Skyline's music