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.
We were treated to one of the greatest bull markets in modern history during the last decade. It’s not that we didn’t experience sell-offs. We did. During 2011 and 2018, the S&P 500 Index came ...
Read MoreAlthough not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away? When you enrolled in your retirement plan, you were asked to ...
Read Moreinfo@mycgfinancial.com
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