1300 Veterans Memorial Highway
At CGAA, we do more than simply enroll you in your district’s 403(b) plan. We work to provide you with a customized wealth management strategy that fits your vision for the future. We get to know you on a personal basis, so we can understand the bigger picture of your finances, then craft a plan that helps you to reach your unique long-term goals. This plan can provide you with a better understanding of what comes next, and what steps you need to take to achieve a secure financial future.
Financial uncertainty doesn’t always stem from a lack of funds; it can also occur when you’re simply unsure of the appropriate financial move to make. As advisors, we strive to help educate our clients on important financial matters, so you can make financial decisions with confidence. We help break through the confusing jargon surrounding investments, retirement accounts, and other financial matters, and give you a clearer understanding of how every financial choice impacts your long-term plan.For those in the education workforce, a little financial education can often go a long way towards helping you reach your goals. We can help address common concerns like:
With a clear plan and consistent support from our team, we can take the guesswork out of retirement planning, and help you get the most out of your finances.The Premier Choice for the Education WorkforceCGAA, Inc., has been committed to serving the education workforce for nearly 30 years, addressing your unique needs and concerns on a daily basis. If you’re a teacher or staff member at K-12 schools in the tristate area, we invite you to reach out to us today, and see how our team can help you take control of your finances, your retirement, and your future.