Our Purpose

Life transitions require comprehensive professional advice and expertise.

We all face transitions during our lives. Some we will celebrate and others will be quite unsettling. CAFG will be there with you and your family every step of the way.

The coordinated team of advisors at CAFG, along with our partners, are highly experienced in providing you guidance as you transition through life. Your wealth management team will consist of the following professionals:

Financial Planner and Paraplanner
Investment Strategist
Tax Specialist
Estate Planning Attorney
Risk Management Specialist
Mortgage Advisor
Career Coach
Service Coordinator

We are able to coordinate with your existing professionals or construct the right team for you. Let us take the guesswork out of your financial decision making.