Guiding you through life’s changes
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.
For Business Owners
WHY CHOOSE CG FINANCIAL
We offer our combined expertise, credentials, and
intelligence to provide you with the advice you value
Serving your best
Many financial advisors
hold designations, such as
CFP®, CFA, and AIF®.
Not limited to any
specific investment or
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It's a new chapter. It's a new ...Read More
The fourth quarter of 2021 was another positive time for US stock markets. This brought year-end performance well above historic averages. Developed International stocks advanced also, though to a lesser degree. Bond markets struggled again ...Read More