1938 Security Drive
Corto Financial Group offers a flexible program for physicians that features a wide variety of financial services to help accommodate your particular financial needs, whether you are just beginning or already have strategies in place.
As a medical resident, it is important that you protect your present and future income in the unfortunate event of a sickness or injury by locking into a disability insurance policy now. Our team can help you to determine the appropriate disability coverage to ensure that future income will be there no matter your future health.
Corto Financial Group helps provide oversight and strategic management of every aspect of your financial goals, including retirement planning, asset management, risk management, estate planning, insurance, and children's college education.
Financial success does not always simplify life. In fact, success generally increases the complexity of the decision-making process. The greater the success, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution of your wealth.
Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate and objective to attain your personal goals.
The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.
Frank Corto and Corto Financial Group, LLC can help provide that solution. A single-source wealth management firm for successful physicians, CFG helps provide oversight and strategic management of every aspect of our physicians financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.
Corto Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We take pride in providing comprehensive and personal service, thus earning a reputation for excellence in our industry.
At Corto Financial Group, LLC, we provide expert assistance in the following areas: Investments, Financial Planning and Insurance.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 717-747-0000.