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.
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.
Events
Learn More and Register.
Join us for an upcoming educational event on timely financial topics. Reserve your seat today.
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.
Resources
Featured Financial Articles.
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Unlocking the Benefits of Annuities in Retirement Planning
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