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.
Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean that retirement savings take a back seat. In fact, research from National Institute ...
Read MoreA recent class action lawsuit highlights an often neglected but important item of fiduciary concern. The plaintiffs in this case have asserted claims for breach of the fiduciary duties of prudence and failure to monitor ...
Read Moreinfo@mycgfinancial.com
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