Providing a lifetime of financial guidance through the coordination of highly qualified professionals. Financial Planning and Investment Advisory that is systematic, in-depth and comprehensive. CAFG Wealth Management is an independent, fee only, wealth management practice located in North Barrington, Illinois.
We provide sophisticated financial planning and investment advisory solutions for those facing major life transitions. We have been helping our clients and their families through the accumulation, protection and distribution phases of their wealth management for over 30 years. There's a lot of confusion around the new Tax Reform and Jobs Act.
We provide sophisticated financial planning and investment advisory solutions for those facing major life transitions. We have been helping our clients and their families through the accumulation, protection and distribution phases of their wealth management for over 30 years. There's a lot of confusion around the new Tax Reform and Jobs Act.
Services
We are a professional, educated and highly experienced wealth management practice. Our skills and knowledge provide you with the resources necessary for customized financial planning, portfolio development and a lifetime of financial guidance. Tom has been in the financial planning and investment advising business for almost 30 years.
The coordinated team of advisors at CAFG, along with our partners, are highly experienced in providing you guidance as you transition through life. We are able to coordinate with your existing professionals or construct the right team for you. Let us take the guesswork out of your financial decision making.
Acting as a fiduciary, we look to provide each client a level of financial clarity and confidence by committing to:. To be an effective advisor, we need to fully understand our client's needs, objectives, fears and concerns. This requires us to be great listeners. The more we educate our clients, the more confident they become in making measured, objective decisions regarding the management of their wealth.
Providing a lifetime of financial guidance requires a systematic, comprehensive, in-depth approach. Our comprehensive, in-depth approach seeks to reflect all of your priorities and specific life circumstances. We use a four stage process to develop your financial plan.
Our approach is designed to align our client's investment strategies with the desired risk / return characteristics necessary to achieve the objectives we have outlined in the Financial Planning Process.
Our approach is designed to align our client's investment strategies with the desired risk / return characteristics necessary to achieve the objectives we have outlined in the Financial Planning Process.
CAFG Wealth Management is an independent, privately owned, fee-based financial planning and investment advisory firm. As an independent firm, we have built a team of professional resources to provide specialized knowledge and skill when needed. By coordinating specific expertise in this way, we provide the objective, personalized solutions our clients need to achieve their goal of accumulation, protection and distribution of their wealth.
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