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
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 More
Although 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 More