“Our path to discovering Devin was much the same as Sim describes below in a review. We've been with CAG for almost 2 years now and we are very happy we made the move to CAG. We have been able to satisfy all of our retirement planning needs remotely as CAG makes use of video conferencing (which has worked well in our experience). CAG is not a large company but in our experience, we have enjoyed a level of customer service that far exceeds what we had previously with a much larger investment firm. The BPRM (Big Picture Road Map) developed by CAG offers a long term view of retirement plans in a format we have found easy to digest. You should know the BPRM is not a static resource - it will be updated periodically to allow you to see how your retirement plans are evolving as time goes by.
We really liked the initial consultation phase as well - we did not find or feel any pressure to commit to CAG quickly and we were allowed to take our time, and ask the questions we wanted to while considering CAG as a financial advisor. The process as described by Devin in his videos on his YouTube channel accurately reflected our experience during this phase of our relationship. We strongly endorse CAG and suggest you consider them for your financial advising needs.“
Financial Planners
“Our path to discovering Devin was much the same as Sim describes below in a review. We've been with CAG for almost 2 years now and we are very happy we made the move to CAG. We have been able to satisfy all of our retirement planning needs remotely as CAG makes use of video conferencing (which has worked well in our experience). CAG is not a large company but in our experience, we have enjoyed a level of customer service that far exceeds what we had previously with a much larger investment firm. The BPRM (Big Picture Road Map) developed by CAG offers a long term view of retirement plans in a format we have found easy to digest. You should know the BPRM is not a static resource - it will be updated periodically to allow you to see how your retirement plans are evolving as time goes by.
We really liked the initial consultation phase as well - we did not find or feel any pressure to commit to CAG quickly and we were allowed to take our time, and ask the questions we wanted to while considering CAG as a financial advisor. The process as described by Devin in his videos on his YouTube channel accurately reflected our experience during this phase of our relationship. We strongly endorse CAG and suggest you consider them for your financial advising needs.“