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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
08/17
2022
Time for a Fresh Look at Annuities?
When the stock market was rising at a strong pace year after year and interest rates remained low, the appeal of fixed annuities was muted. Greater market volatility and economic...
07/08
2022
4 Ways General Contractors Can Increase The Value of Their Small Business
Are you getting ready to move into the next stage of your life and sell your small business? Read the full article here!
05/02
2022
Preparing Your Family-Owned Business for Sale?
Even if you’re not ready to sell right away, it’s smart to always operate as if your business were on the market. The same techniques that boost your sales price...