Carol and Leighann know that planning must reflect the unique values, dreams and objectives of their clients. They believe in building long lasting relationships and have created a diverse community of individuals and couples of all ages.
Carol and Leighann provide a wide range of fee only services. Carol focuses on retirement planning offering tax efficient income distribution, investment management and trust accounts. Leighann helps young people learn to establish themselves and save for their first home, invest in a their 401K plan and pay off college debt.
CG Financial Services website provides tools and resources to help you understand the financial world. Words, charts and numbers can add to your knowledge. Additional websites provide even more information for you.