Please tell us about the investment and insurance accounts you own, including CD's.  We would also like to know your age and risk tolerance.  We rank risk tolerance in this way: 

1. Very Aggressive 
2. Aggressive 
3. Balanced 
4. Moderately Conservative
5. Conservative

Please submit your information in the provided box, or email to: clark@cgfinan.com

We will take a look at these accounts and give a second opinion on yearly costs, short and long term performance, and if the products would be appropriate  for your age and risk tolerance.  We will give you a fair honest opinion on the holdings in your current portfolio.  NO STRINGS ATTACHED -- NO OBLIGATION!

CG Financial Consulting is a Fee-Only Financial Planning Firm.  We have a Code of Ethics and explain all fees and compensation to our clients.

Your Contact Information

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