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Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning
for Retirement

Let's make a plan! Together, we can help answer your all important question: "Will I outlive my money in retirement?"

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Risk Management
for Family Protection

The "unexpected" may lead to financial catastrophe. We help clients plan for the unexpected with appropriate insurance.

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Retirement Income Planning

From Social Security timing and pensions to survivorship income for spouses, we are focused on your retirement income plan.

Learn about SS Timing

Investment Management

At CCIG, if you provide the discipline, we will provide the advice. Investing really and truly, is our middle name.

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Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."