Welcome to CG Capital
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Our Unique Approach
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.
RECENT NEWS FROM THE BLOG
The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge....
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...