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Our Unique Approach
You’re much more than a spreadsheet
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
As wealth managers, we often assist people with their retirement planning needs. Now artificial intelligence (AI) could soon dramatically alter the retirement world as we know it. https://rethinking65.com/2021/07/07/ai-is-likely-to-potentially-disrupt-retirement-planning/
Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but these three planning exercises can help clarify what you want out of retirement and whether you really are...