Community Financial Group is an independent financial services firm in Charlotte, North Carolina, focused on helping individuals and families prepare for, plan for, and live in retirement. Founded in 2016 by second-generation financial advisor Jeff Walters, the firm emphasizes education and a tailored, relationship-based approach to helping clients make informed financial decisions. Its planning process begins with understanding each client’s finances, goals, and risk tolerance, then develops strategies suited to their needs and keeps progress visible through ongoing communication.

Community Financial Group offers retirement income planning, retirement savings optimization, Social Security and tax planning, and strategies for asset protection. Its services also include college funding through life insurance, long-term care planning, and legacy and estate planning. The firm’s approach considers risks such as longevity, liquidity needs, inflation, market changes, mortality, and taxes. To support clients over time, the team provides annual reviews, a client portal, monthly newsletters, educational events, and client events.