FIDUCIARIES
Serving your best
interest.
Accredited
Many financial advisors
hold designations, such as
CFP®, CFA, and AIF®.
INDEPENDENT
Not limited to any
specific investment or
insurance company.
Our life planning process goes beyond traditional financial
planning to organize your financial life and build an adaptive plan
to help achieve your changing goals.
Assets Under
Management
Years of
Serving Clients
Fiduciary
Advisors
Gain peace of mind working with a trusted and experienced firm to organize, design, and implement an adaptive financial plan that meets your unique and everchanging financial goals.
We offer our combined expertise, credentials, and
intelligence to provide you with the advice you value
and expect.
Serving your best
interest.
Many financial advisors
hold designations, such as
CFP®, CFA, and AIF®.
Not limited to any
specific investment or
insurance company.
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers—38% to be exact—said that the ...
Read MoreMuch has been made of the current state of the American worker as it pertains to their retirement savings. According to a recent study by the General Accountability Office, 29% of Americans 55 and older ...
Read Moreinfo@mycgfinancial.com
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