CPG Total Wealth Management

home        about us       our philosophy        our process       our services       contact us

our process

The CPG Process starts with a Plan. Our initial Discovery Meeting is designed to discover what matters most to you. Perhaps it’s a specific college you want your children to attend … a special charity that you would like to benefit … or a particular retirement lifestyle. We make it our business to understand our clients’ most important goals so we can get down to the business of achieving them.

we work with you to make a plan, and then we act on it

Armed with your financial goals, the experts at CPG then get to work developing a comprehensive recommended plan of action that will help you achieve those goals with the greatest probability of success. Of course, we believe that proper asset allocation is tremendously important, but we also believe it’s paramount to work hard to protect your assets through proper risk management, tax planning, estate planning and legacy planning.  Our second meeting is when we confirm a client’s goals and deliver the plan for success.

finally, working together, following your customized plan, we Realize your financial goals



© 2010 Carolina Planning Group 843.379.3411 jack@cpgwealth.com 2015 Boundary Street, Suite 226, Beaufort, SC 29902