Cuba Financial Group is a wealth management firm with 40 years of experience in advising clients throughout the Midwest, and across the nation. We are a team of independent Certified Wealth Strategist® professionals that address and effectively manage some of the most complex wealth issues faced by high net worth individuals today. Cuba Financial Group works with clients and their families to address these complex wealth issues: Asset & Investment Management Insurance & Protection Strategies Liabilities & Debts Qualified Retirement Plans & IRA Distribution Plans Corporate Executive Stock Option Planning Business Succession Planning Durable Power of Attorney Gifting Strategies to Children & Descendants Charitable Gifting During Life Titling of Assets / Estate Management Executor / Successor Trustee Issues Distribution Plan to Spouse / Beneficiaries at Death Charitable Inclinations at Death The Mission of Cuba Financial Group is to provide clients and their families the means to live out their life’s purpose. Advising and managing clients’ financial issues, we strive to provide their clients every opportunity to fulfill those goals. Securities offered through First Allied Securities. A Registered Broker/Dealer. Member FINRA/SIPC [FINRA.org/SIPC.org]. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.
