Capital Group

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Description

Our firm represents more than forty-five years of experience in financial services, and employs financial professionals who are Certified Financial Planners™, Certified Public Accountants (CPA) and Chartered Financial Analyst Candidates (CFA).

Gil Greer has been involved in the personal financial and tax advisory business for 35 years. He helps clients clearly define their unique financial goals and develop appropriate strategies for pursuing their dreams. Gil has worked with numerous individual financial situations and has utilized a variety of planning techniques that help families preserve the majority of their wealth.

Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

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