Who We Are
CPAG Financial Advisory provides comprehensive financial planning and investment management. We offer a tailored approach to meet the changing needs of our clients and their families and businesses. Our team’s expertise and knowledge help guide clients as they face important financial decisions. At CPAG Financial Advisory, we offer targeted strategies to help address your short and long-term goals. We can help provide clarity to some of life’s most pressing financial questions:
- How much should I be saving if I want to retire?
- Can I save enough for my children’s education?
- How can I grow my business?
- Is my current portfolio properly allocated in a way that aligns with my risk tolerance?
- What can retirement look like if I don’t want to stop working completely?
- How can I better protect my assets from unexpected loss?
We Plan. We Coach. We Lead.
Planning: Through careful and comprehensive planning, we provide our clients a coordinated platform that effectively integrates financial strategies, investment positioning, tax planning, and estate preservation, tailored to particular individual and family situations. This is best accomplished from a perspective of cash flow and tax impact, not the product-driven industry standard approach. We help our clients determine the best course of action that will help clients achieve their goals.
Coaching: Coaching gives life to planning. Without it, planning is just a cold blueprint, leaving clients to drill down on their own to find the energy to complete the plan. We help turn a plan into an experience, showing clients the best ways to get it done and providing both the encouragement and discipline to reach a goal.
Leadership: A plan is useless without the guidance and discipline to implement it. Likewise, coaching without a practical, effective plan is just cheerleading – inspirational for the moment, but not very productive. We know how to balance all aspects of financial oversight, both in our own lives and in the lives of our clients.
Our Process
At CPAG Financial Advisory, we have a clear process to help you meet your financial objectives. We understand that each client has different needs when it comes to financial planning. We also know that situations arise that may require adjustments to your investments, retirement, etc. Our team will work with you to find solutions that will satisfy both your short and long-term financial needs.
CPAG Financial Advisory is affiliated with a network of professional service providers, which is dedicated to creating a lasting, positive impact in our communities.