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PLANNING SIMPLIFIED.
Financial planning can be complex, even overwhelming. Fortunately, it doesn't need to be.
CONNECT WITH US:
CFG YOUTUBE
We believe in the importance of educating and empowering investors to make wise financial decisions. Our CFG YouTube channel is a complimentary resource designed to keep clients up to speed on the latest planning strategies, portfolio construction ideas, and market conditions. New videos are published every week so be sure to subscribe, because remember: Hope is not an investment strategy!
For where your treasure is, there your heart will be also.
Matthew 6:21
WORKING WITH US: FINANCIAL PLANNING
CONSULTATION
A complimentary meeting to get an initial understanding of your needs and see if we are a good fit.
GOALS AND FACTS
We dive deep into your financials as well as your needs, concerns, and goals.
DELIVERY
You receive your custom financial plan with individual recommendations and implementation schedule.
ONGOING SERVICE
If you have selected a plan that requires ongoing service, we will be there to assist you along the way.
"The essence of investment management is the management of risks, not the management of returns."
-Benjamin Graham, The Intelligent Investor
While we believe that a strong financial plan is the foundation for any investment strategy, we do serve many clients in a pure portfolio management capacity.
Alex Leonida is our in-house Certified Investment Management Analyst (CIMA®) designee. Alex is an industry veteran in portfolio design and investment strategy. He serves as Chief Investment Officer and personally oversees all CFG investment portfolios.