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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
10/04
2023
10 Advantages of 401(k) Plan Benchmarking
Employers wishing to optimize their company retirement plans should benchmark their plans to industry standards and peers. Here are ten advantages of benchmarking and suggestions for getting started. Read full...
10/02
2023
You’ve Just Sold Your Business: Now What?
The transition into a new phase of life after selling your baby can be difficult, especially if you were reluctant to sell, but here’s how to refocus. Authored by CG...
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,...