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Current company Collegiate Financial Group
Financial Services · 5 employees · Founded 2005
At Collegiate Financial Group (CFG), we are dedicated to positively impacting the higher education community — from university administrators and professors to athletic directors, coaches, and staff — by providing independent, comprehensive financial education, planning, and resources. We understand the unique challenges of managing university retirement systems, balancing multiple benefit plans, and planning for transitions between institutions. That’s why for over 20 years, CFG has specialized in financial solutions tailored to the higher education lifestyle. For Individuals - We help people discover and align their purpose with their career and financial plans. We do this by: Delivering personalized financial planning and coaching that integrates values, goals, and purpose. Providing education-first guidance on plans like TIAA and university retirement systems, personal investment management, and insurance strategies. Simplifying complex decisions around retirement readiness, wealth preservation, tax and estate planning. Our education-based process helps higher education professionals manage their financial futures with clarity, confidence, and faith-based integrity. For Institutions - We partner with colleges, universities, and athletic departments to strengthen the financial wellness and benefits experience of their teams through: Workplace Financial Education Programs Employee Financial Literacy Initiatives Group Retirement & Deferred Compensation Plan Consulting Executive Benefits and Institutional HR Support Services These no-cost programs deliver measurable institutional value while fostering a culture of financial confidence and well-being. At Collegiate Financial Group, we combine independence, comprehensive planning, and consistent relationships to deliver financial clarity and confidence to individuals and institutions alike.