The Capital Growth Formual does two things really well:
Prioritize: The CGF helps each client determine where to save and how much to save. When considering retirement accounts, college savings, or a family emergency fund, we will help develop a personalized approach tailored to your specific plan
Educate: The CGF provides each client with the “pillars” of effective investing and a written asset allocation policy. This information provides the intellectual foundation that your investment plan is built upon, as well as the tactics necessary to navigate both good markets and bad.