investment and portfolio management
We use asset class investing through DFA. This investment methodology was created after a rigorous study that included more than 80 years of market returns, and the work of several Nobel Prize winners. Our compensation is fee-based on assets managed. |
goal planning
Our financial goal planning areas include: Retirement, College, Major Purchase, Legacy and Charitable Giving. |
insurance planning
The experts at CPG are uniquely qualified and experienced to ensure that all of your Life, Health, Property and other risks are covered appropriately. |
estate planning
When the time comes, will your assets be passed on or down as you intended? What are your long term goals, and does your existing estate plan address them adequately? At CPG we can help you create an estate plan that meets your specific goals and desires. |
