CBG Financial Planning

Tyla Lane

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Tyla Lane: Tax Accountant – EA Tyla joined the CBG team in August 2017 and she specializes...

Exiting Dentists

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Exiting Dentists Dr. Steven has been practicing dentistry for 30 years. He would like to position himself to...

Emerging Dentists

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Emerging Dentists Dr. Monica has been practicing dentistry as an associate for 3 years.  She is married with...

Transition Consulting

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Assistance and advice during periods of change or transition. Whether you are a doctor looking to bring...

Financial Planning

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Managing your finances strategically and effectively. A financial plan is a journey, not a destination. It is...