Client Services


             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 Strategies
Portfolio Analysis
          ♦    Third Party Professional Money Managers*, Customized Portfolio and Strategic Analysis
Brokerage Services
          ♦     CD's, Stocks, Bonds, Mutual Funds, Equity Research and Tax-Advantaged
Investment Advisory Services*
          ♦     Asset Allocation Modeling and Customized Financial Planning
Financial Services for Businesses and Organizations
          ♦     Corporate Retirement Plans, Group Health, Life and Disability
Insurance Services
          ♦     Life, Disability, Long Term Care, Health and Fixed Annuities

* Through Investacorp Advisory Services, Inc.