We don't work for you… we work with you. You have worked hard to accumulate your assets and together we will determine your goals and set a path to achieve them.
We recognize that successful people today require a number of professional advisors. At CIG we have in-house tax, legal, insurance, estate, money management, and financial planning professionals. You will be comfortable with our team approach where advisors are centralized reducing the anxiety of coordinating your financial needs.
Extraordinary Service
In today’s busy world of quantity rather than quality, competent service has become
the standard target. In our view, being competent is just not good enough. Since
our founding in 1989, we have adhered to the principle of People First: We Care.
Our goal has been—and continues to be—to provide you with the finest
service experience you will encounter—anywhere.
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Is it information...or is it noise?
We are constantly bombarded with investment tips. Who do you believe?
Negotiate your credit card rate
You’re credit card interest rate is NOT written in stone.
How often should legal documents be reviewed?
Family and business obligations are ever-changing and must be documented.
Pension maximization
You’re ready to retire. When faced with the complex task of choosing your pension option how do you determine what’s right for you?
Women and investing
Women, you ARE different. You take care of everyone else, learn how to take care of yourself.
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