My investment team is comprised of a Charter Financial Analyst (CFA), a  Certified Financial Planner (CFP), a Certified Investment Management Analyst (CIMA) and a Charter Financial Consultant (ChFC) as well as other impressive team members. Advisory services offered through CG Advisory Services, LLC, a Registered Investment Advisor. 

LPL’s, our custodian of client assets, has cash swept through the LPL Insured Cash Account (ICA) and LPL Deposit Cash Account (DCA) is federally insured.  ICA and DCA accounts are insurable by the FDIC up to $2,500,000 per client for an individual and $5,000,000 for joint accounts.  LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection up to a maximum of $500,000 per client, of which $250,000 may be claims for cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of client accounts up to an overall aggregate firm limit of $750,000,000 in the event a firm cannot meet its obligations to securities clients, subject to conditions and limitations. 

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.

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