Becoming a Client in Four Easy Steps
1. Schedule an Appointment
Call (612) 325-9999 or email brett@cagcos.com for an hour-long meeting, either in person, by Zoom, or over the phone. We’ll review investments, income, social security, and estate plans.
Call (612) 325-9999 or email brett@cagcos.com
2. Receive a Complimentary Plan
Following the meeting, we provide a comprehensive financial plan with additional analysis at no obligation.
3. Review and Decide
We review the findings and, if you choose to proceed, prepare the necessary forms to transfer management.
4. Ongoing Guidance
Once signed, assets transfer, and we begin implementing the plan, with ongoing support to help you navigate statements and online access.
