Financial Plans & Advocacy for Caregivers

In the face of today's global and unpredictable economy, we understand the need for clarity about financial planning solutions. Our advisors specialize in collaborative planning and education to help you make informed decisions. This ensures that the most accurate and complete plan is prepared and implemented for you.

CPG serves our Central Florida community as a comprehensive financial life planning and wealth management firm. Offering both fee-based and/or product-based solutions, our diverse team create plans according to our client’s preferences.

Our firm is distinctly different, giving every client (regardless of the size of their accounts), the benefit of professional advice to support individual goals and needs. We provide financial services, health care solutions, and advice for

caregivers
professionals
small business owners
families – traditional and non-traditional
retirees
women in transition

Our specialty is in creating long-term plans and income strategies which help make your “Phase Two” (traditionally called “retirement”) as carefree and comfortable as possible.