How We Help

At CIG Private Wealth Management, we are in the business of orchestrating financial futures. We help people take control of their lives with goals-based financial strategies that are impartial, objective and customized.

• Investment Planning & Management 
• Retirement Income Planning
• Distribution Strategies
• Planning for Loved Ones
• Cash Flow
• Income Tax Planning
• Risk Management and Insurance
• Estate Planning
• Charitable Giving 

Our biggest hope for you as our client is that you will achieve confidence. So we do a few things to help ensure it:

1. Initial Discussion: 

• Our first meeting is all about you. We will spend our time discussing and prioritizing your goals, reviewing statements and answering questions you have about us.

2. Next Discussion: 

•  Before we get back together, we will review your current financial situation in more depth.
•  We will then discuss with you customized planning and investment strategies
•  After working together on your plan, we will set the timeline for implementation.              

3. On-Going:

• Meet regularly to review your plan and make sure you are on track
• Discuss any new goals and identify further financial blind spots
• Life changes frequently. Our team is always available and open to discuss your plan.