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A Strategy Suited to Your Life

Client Centered

At CGAA, we recognize that you are unique. You have a specific vision of retirement.

So we work to provide you with a specific, personalized wealth management strategy – a long-range approach created with a thorough understanding of your “big picture” and the details of your life and dreams.

We help you make educated investment choices in line with your financial objectives, and your tolerance for risk. Most importantly, we stand by you after we help you put the strategy in place. We monitor it, so that we may adjust and refine it in response to changes in the market and changes in your life.

We help school employees plan for retirement beyond their pension plans – addressing the key issues of investment choices, tax reduction, risk management and legacy planning.

Perhaps most importantly, we explain how school employees can integrate their pension plans with other financial resources to potentially improve their retirement finances.