Whether your retirement is right around the corner or years away, we understand that planning for your future is crucial for your peace of mind.
At CGA, we begin by developing an understanding of what you hope to accomplish during your retirement years. Whether it's traveling, purchasing a vacation home, or beginning the transition of wealth to your heirs, your team develops specific strategies to help you achieve your goals.
We also support you by introducing professionals who are knowledgeable in selling a business, transferring or gifting assets, and changing your investment strategy as you near retirement.
Steps may include:
- Wealth Building Strategies
- Cash Flow and Tax Minimization
- Asset Protection Strategies
- Retirement Income Distribution Planning
- Social Security, Medicare, and Medicaid Planning
- Elder Care Planning