Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Make Smart Financial Decisions
Personal financial planning and investment advice.
You have goals and want to make smart financial decisions. You value time and relationships and want the advice of a financial professional. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help.
You want an advisor that understands your unique benefits. One that can help you through your FERS, CSRS or Military retirement experience.
You don't want to worry about your money. You want a financial partner to help you make smart financial decisions.
You own a business and have both personal and business financial goals.
*If this does not sound like you but you would still like to work with us, Contact us today so that we can learn more about your goals. We are currently only taking on new clients with a minimum of $250,000 in investable assets or $500,000 net worth (assets-liabilities).
You deserve genuine financial advice, as an Accredited Investment Fiduciary we have taken an oath to work in your best interest.
You know exactly what it costs for our services. Our fees are straightforward.
You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience.
Ensure your investment strategy aligns with your personal values. CFG Impact utilizes Socially Responsible Investments to provide returns that go beyond dollars and cents.
Federal and Military Families have unique needs. We specialize in helping you achieve your savings and retirement goals.
You can't ignore the tax implications of your investments. We have the knowledge and tools to help.
Hello and thanks for stopping by. I'm Tom, President of Carlisle Financial Group, and since 2007 I have been helping people just like you make smart financial decisions. I am passionate about my client's financial lives and welcome you to contact our office to learn more about our services.