CMG Financial Consulting serves clients in all professions and stages of life. However, a large majority of their clients are physicians and medical professionals. They have a unique perspective in recognizing that early and mid-career physicians face unique challenges including repayment of large student loan debt, deferred saving for retirement, and the burden imposed by taxes on high-income earners. They specialize in helping their clients make sound financial plans that balance the seemingly conflicting priorities of debt repayment, investing, and home ownership.
CMG Financial Consulting offers a broad portfolio of services that includes advice on student loan repayment, insurance and risk planning, retirement, employee benefits, investment management, and estate and tax planning.
CMG Financial Consulting is a full time fiduciary. They are a fee-based firm. They do not operate on commissions or referral fees and generate their income solely by being paid by their clients for the advice they offer and solutions they provide.
They offer three levels of service based on the comprehensiveness of the service provided and the total value of an individual client’s portfolio. They also offer a one-time review of student loan debt.
CMG Financial Consulting was founded by Clint Gossage who has years of finance experience managing wealth for high net-worth individuals. He holds CPA, CFA and CFP® designations and personally understands the life-altering demands of the medical field. CMG Financial Consulting is committed to providing services for physicians who have complex financial and tax situations requiring special planning, who wish to expand their investment portfolio, or who simply wish to focus on their medical work and leave the financial planning to a trustworthy group.