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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
10/13
2021
10/08
2021
What Does the Upcoming Election Mean to Your Investments?
For smart investors, the surprising answer may be very little. Here's why, and what you should do (and not do) as election season heats up. Investing during an election year...
07/23
2021
Don’t call it retirement. Call it ‘transitioning to a new chapter’
Far too often, people in the United States are retiring with plenty of “gas left in their tank,” only to find it difficult to transition into that next chapter in...