Life’s next adventure is waiting.

Start planning for your retirement with
Community Financial Group.

Life’s next adventure is waiting.

Start planning for your retirement with
Community Financial Group.

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Community Financial Group is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

SPEAK WITH Community Financial Group TODAY

Planning Process

Retire with Confidence.

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Start Smart

Apply Discipline

Communicate Progress

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life

Liquidity

Limited access to assets to meet life’s unexpected financial needs

Inflation

Reduction in real purchasing power as the result of increasing cost of living

Market

Unexpected reduction in the value of financial assets at the time of withdrawal

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes

SPEAK WITH Community Financial Group TODAY

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of college education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase your or your loved one’s future retirement income with a tax-efficient, capital-leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

SPEAK WITH Community Financial Group TODAY

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of collect education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

SPEAK WITH Community Financial Group TODAY

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

  • Annual Review

  • Monthly Newsletter
  • Client Portal
  • Educational Events

  • Client Events
SPEAK WITH Community Financial Group TODAY

Events

Learn More and Register.

Join us for an upcoming educational event on timely financial topics. Reserve your seat today.

Thu, June 20th
6:30 PM

Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Register Now

Tue, June 25th
6:30 PM

Advance planning is essential, and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Register Now

Team

Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.

Jeff Walters, President

Jeff Walters is a second-generation financial advisor. In 1986, he attended a financial services conference with his father and became instantly enamored with the fact that financial advisors were helping so many clients in so many ways. He started his career with Horace Mann working with schoolteachers, earning several awards during his 14 years there. He was named “1989 Rookie of the Year.” Jeff also achieved the “Hall of Fame” in 1994 and then the “Hall of Fame master’s Club” in 1998. Jeff was “Advisor of the Year” in 2000 and has qualified for the “Million Dollar Round Table (MDRT)” membership in 28 out of his 33 years of service to his community.

Jeff’s experience in helping families find financial security inspired him to open his own firm in 2016, where his focus turned to educating his local community about how to remove unnecessary risk from their financial life so they can have the retirement they deserve. Jeff and his team have helped thousands of clients successfully prepare their finances for retirement.

Community Financial Group educates their clients on financial matters while helping them implement the best strategies to meet ALL their financial goals. CFG specializes in college and retirement income planning as well as tax and estate planning. The team at CFG offers a boutique approach, providing clients with a relationship and services they are not going to get from a typical advisor. Their mission is simple:

To Educate, Prepare, Supply: Empowering you to live the life you worked so hard for.

Maddie Dean, Director of Financial Services

Maddie Dean began as a barista manager, where her passion for customer interactions blossomed. Transitioning into the financial world, she brings a unique perspective shaped by her early career. Maddie graduated two semesters ahead of schedule with a degree in Business Administration and Entrepreneurship, reflecting her drive and dedication.

Known for prioritizing client relationships, Maddie is detail-oriented and thrives on connecting with people. Her commitment to understanding their needs ensures personalized service and satisfaction. Beyond her financial career, Maddie enjoys immersing herself in books that broaden her horizons, exploring nature, and traveling to experience diverse cultures firsthand.

Jordan Walters, Director of Client Account

Jordan Walters serves as the Director of Client Accounts at Community Financial Group, bringing a blend of academic excellence and practical experience to the team. Graduating Cum Laude from NC State University, Jordan holds both a Series 65 and insurance license, providing a solid foundation in financial planning and investment advisory services. With three years of experience in the financial services industry, his youthful vigor and unwavering dedication drive him to help clients achieve their financial goals. Jordan is committed to providing personalized, strategic guidance to ensure a prosperous future for every client he serves.

Outside of his professional life, Jordan is passionate about coaching children’s soccer, attending sporting events, and running. These hobbies reflect his commitment to community involvement and personal well-being, further enhancing his ability to connect with clients and understand their diverse needs.

SPEAK WITH Community Financial Group TODAY

Resources

Featured Financial Articles.

Sign Up for Our Newsletter