WHY CHOOSE CG FINANCIAL
We offer our combined expertise, credentials, and
intelligence to provide you with the experience you value
Serving your best
Certified Financial Planners
The standard of excellence
in financial planning.
Not limited to any
specific investment or
Our Process - A holistic approach based on your financial goals
We take the time to get to know your story so we can help you identify the lifestyle you want to enjoy.
We strive to bring order to your financial life.
We determine your lifestyle goals and identify potential risks to ensure your plan is set up for success.
We help you make sure your resources are positioned properly so you can achieve your best life.
We work with you to put an effective plan into action and help to monitor the plan ongoing.
Your Financial Buckets
A "bucketing" approach to investing your assets divides your savings
into investments with distinct purposes, tied to your personal life goals.
Expected to distribute within 5 years.
Focus on preservation of value.
Distributions expected between 6 to 12
years. Income and reduced volatility
Distributions not needed for 12+ years.
Long-term capital appreciation.