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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Who We Serve




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.

Financial security is only one aspect of living well, so our business serves you holistically as a convenient, supportive, and personalized problem-solver.  Many of our clients are multi-generational caretakers, so our office is strategically located at One Senior Place in Orlando, Florida.  This one-stop information center provides a wide variety of professional services, events, and education for caregivers and the community-at-large.  We also collaborate with other professionals (i.e. estate planners, CPA’s, business valuators) who may be needed throughout the planning process.

While we believe our distinctive approach to financial planning is suited to anyone who contributes to the financial needs of another as a caregiver, there are many firms which offer similar services.  Our team is unique in where we serve, how we serve, and how we maximize our knowledge to the benefit of each valued client.