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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
05/25
2023
Finances Aside, What Does a Happy Retirement Look Like?
Three examples of retirees show what it means to thrive in retirement. The common denominators provide clues on how to swing your own happy retirement. Authored by CG Capital co-founder,...
01/05
2023
Due Diligence Checklist for Selling a Business
Similar to a potential buyer or investor who wants to minimize risk in their purchase, you should do your due diligence as the seller. Here are 7 steps to follow......
11/08
2023
Selling Your Family Business? 14 Things Small Business Buyers Will Want to See
Selling your family business can be difficult both emotionally and practically. As an entrepreneur, you've put your life's work into growing a successful company, and the idea of selling can...