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As financial life planners, we have a holistic focus on you — not just your assets and net worth — but who you are and what kind of life you want to lead. We’ll develop a strong relationship with you, really getting to know you so we can create and maintain a customized action plan that becomes the catalyst for achieving financial independence and living life on your terms. At CG Capital, your why is as important as the how.
RECENT NEWS FROM THE BLOG
12/12
2024
Three Essential Strategies for Managing Your Inheritance
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like. Authored by CG Capital co-founder,...
11/16
2024
3 Best Investing Practices Throughout the Decades
Everyone seems to have a list of investing fundamentals, but have they stood the test of time? Authored by CG Capital co-founder, Dennis Coughlin, and published here on The Street.
10/04
2024
10 Advantages of 401(k) Plan Benchmarking
Employers wishing to optimize their company retirement plans should benchmark their plans to industry standards and peers. Here are ten advantages of benchmarking and suggestions for getting started. Read full...