Al Grant Email & Phone Number

Welcome to CGA Financial GroupWith over 20 years experience, CGA Financial has been helping individuals and businesses achieve their financial goals. We at CGA Financial are independent consultants exclusively representing our clients. We are licensed to market variety of insurance products and services allowing us to access the highest quality of products and services at the most aggressive prices for our clients. CGA Financial is a professional firm specializing in Business Succession Planning, Wealth preservation, Disability Overhead Protection, and Tax Planning. We represent Law firms, Physicians and Financial institutions.Business Succession Planning – We look at controlling the cost of the owner’s transferring the business, either while living or at death – to other family members, key employees or to outside concern.Wealth Accumulation and Perservation- We deal with the planning of other assets held independently of a business. We look at ways to build, preserve and transfer your estate on a tax favored or tax free basisInsurance Planning – We look to lowerer costs, increase effectiveness, and maintain compliance with the ever chaning IRS regulations. We designselective incentive plans for businesses structured to retain, reward and attract key employees.At The CGA we take a consultative approach in solving your current and future needs. No client is too small or too large for our personalized services. Our primary goal is to build long-term mutually beneficial client business relationships. .Specialties: CGA Financial, specializing in Business Succession Planning, Life Insurance, Wealth preservation, Disability Overhead Protection, and Tax Planning.

Listed skills include Investments, Management, Strategic Planning, Selling, and 22 others.

• Managing Partner

  Cga Financial Group

  Dec 1998 - Present - United States

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  Hampton University