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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.
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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,...