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

Video Library

Women and Investing

Retire with Purpose

Social Security and Your Retirement 

What is Sequence of Returns Risk?

What is a Financial Paraplanner Qualified Professional?

The CFG Client Matrix

What Do Clients Expect at CFG?

What's in your Financial Pantry?

Critical Financial Events

The 3 Stages of Retirement

Questpoint FORMula

Mt. Everest

This video shares with you an interesting analogy between retirement planning and climbing Mt. Everest.

Donor Advised Funds

This video shares some of the benefits of considering a donor advised fund for any charitable giving you may do.

Where did all that money go?

An interesting video created shortly after the 2008 Financial Crisis.

What Will Your Legacy Be?

A powerful video discussing one of the most unselfish things you can do.

Asset Cycle Portfolio System®

This video shares a short explanation of retirement income planning using our Asset Cycle Portfolio System.

Have a Question?

Thank you!