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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

The CFG Client Matrix

As part of our ongoing desire to continually elevate the client experience we provide, we have designed our Stewardship Framework, a fluid and dynamic service matrix if you will, offering a comprehensive program of services tailored to meet not only our clients’ needs throughout their journey to retirement, but also accounting for where our clients are in their relationship with CFG. This matrix is evolving as your life changes and your needs evolve throughout retirement. At CFG, we have spent years developing and refining our client experience and incorporating services pertinent to your retirement goals, encompassing your “Why’s”- Family, Occupational Goals, Recreational Goals … all of what matters most to you, because that is all that matters to us!