CEG specializes in advisory services including financial planning, goal setting, financial coaching and investment recommendations based on your goals and objectives. We work with you to understand your goals and objectives based on your income, spending habits and savings patterns. We look to help our clients build confidence around making major financial life decisions and to stay motivated with regular check-ins. In doing so, we tailor our advisory services to the individual needs of each of our clients. CEG also offers educational seminars and workshops for those seeking advice in a group setting and/or are just beginning their financial journey.
Specifically, CEG will offer advice on ETFs, mutual funds, and individual stocks and bonds depending on your investment objectives. While we are willing to help you research individual stocks and bonds, our primary focus will be helping clients find long term passive investments. Clients can impose restrictions on investing in certain securities or types of securities.
We do not manage client assets and do not have discretionary power over client assets.