Our Goal is to address your objectives
CAFGI provides investment services and offers over 30 years of experience in the financial services industry with a wide range of services.
We are advisors who work closely with our clients to develop investment strategies, not just today, but for a lifetime. The unwavering confidence of our clients has been our reward for tenaciously adhering to one rule: The interest of our clients must always come first.
Wealth Management and Preservation Strategies ♦ Education Funding, Individual Retirement Planning and Estate Planning StrategiesPortfolio Analysis ♦ Third Party Professional Money Managers, Customized Portfolio and Strategic AnalysisBrokerage Services ♦ CD's, Stocks, Bonds, Mutual Funds, Equity Research and Tax-AdvantagedInvestment Advisory Services* ♦ Asset Allocation Modeling and Customized Financial PlanningFinancial Services for Businesses and Organizations ♦ Corporate Retirement Plans, Life and DisabilityInsurance Services ♦ Life, Disability, & Long Term Care Insurance and Fixed Annuities* Through LPL Financial