CGA  Financial provides personalized financial advice and offers superior service to our clients. We are committed to empowering our clients by solving and designing their financial affairs. We design appropriate financial solutions to enable wealth that has been created to be transferred to the next person, business partner or family member.

The Approach…

Everything we do springs from a deep desire to help you succeed. Built on the power of positive relationships, the CGA Financial Approach uses a simple, five-step process to diagnose your needs and prescribe a solution that fits you perfectly:

• Analyze ~ The process starts with questions—lots of them—to develop a clear understanding of your current situation and objectives. Next, we analyze your existing plan of action to determine whether it will meet your needs now and in the future.
• Innovate – Create new plans or make innovative changes to existing plans.
• Design ~ Once we have a clear understanding of needs, we prepare a written proposal that describes how we propose to bridge the gap from your current situation to your desired objectives.
• Implement ~ After you approve the proposed plan of action, implementation may begin as we secure the products and service required to move you toward your objectives.
• Review ~ Regular annual reviews make it easy to plan your next move.

We assist and consult our clients regarding the following:  

• Medical Insurance
• Dental Insurance
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Vision Insurance
• Real Estate Sales
• Mortgages 

When your organization, business, or family is ready,
we at The CGA will be waiting.