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, Life and Disability
Insurance Services
♦ Life, Disability, & Long Term Care Insurance and Fixed Annuities
* Through LPL Financial

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