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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.