At CCMG, we are passionate about helping high achievers manage the assets they earn. We understand that you’re busy living your life and don’t have the time or expertise to properly handle your complex financial situation. You need an experienced financial advisor who will analyze your financial status in the context of your life situation and individual goals, then design and implement a solid financial plan. We provide the following services: •Wealth Management •Financial Planning •Investment Management •Retirement Planning •Estate Planning •Tax Planning •Insurance Planning •Charitable Planning We help you grow and preserve your wealth while planning for your retirement. You’ll work with financial advisors who offer the experience, breadth of knowledge, and objectivity you need to reach your life goals. Our Mission Our mission is to empower you with the knowledge and resources you need to preserve and grow your assets. Our Values Excellence – We’ve set high standards for our financial planning, investment management and overall client experience. We want to be your most trusted advisor, the one you turn to as financial questions arise. Integrity and Honesty – We put your needs and interests ahead of our own at all times. We are your advocate and your fiduciary. Confidentiality – No one will know you’re a client unless you tell them. We hold to a strict code of client confidentiality and ensure the security of all information and data Lifelong Learning – We are constantly reading, attending conferences and meeting with investment analysts and other economic advisors to ensure we are providing you with the highest level of service. Transparency/Straightforward Cost – We disclose all costs upfront in writing so there are no surprises.