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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
05/02
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...
03/28
2022
Planning to Sell Your Business to Key Employees?
It’s a common route for those moving on from business ownership, and even though it can be rewarding, it can also come with some “baggage.” Follow these important steps. If...
02/15
2022
Top 3 Tips for a Family Money Meeting
Have you ever considered or wondered how your loved ones will utilize their inheritance? Will these financial resources unite or divide your family? Have you done a good job in...