• Estate Analysis

• Will and Trust Analysis

• Develop Estate Tax Strategies

• Life Insurance Analysis

• Budgeting

• Calculating Capital Needs

• Deferred Compensation Plans

• Retirement Distribution Planning

• Investment Policy Development

• Business Continuation  Strategies

• Employee Ownership Issues

While CRG does not provide legal or tax advice we can help analyze current situations and recommend professionals with expertise in such specialized disciplines.

Additionally, CRG possesses a unique ability to “get things done” for our clients.  Clients are encouraged to come to us with any financial concerns they, their business, or their family may have.  Representative examples include:

• Design of executive compensation plan for a large insurance company.

• Assistance in securing an SBA loan within a compressed time frame

• Advice in acquiring a favorable mortgage despite a problem credit history

• Advising on terms of a divorce settlement

• Advice on negotiating a refund from an insurance policy that was sold under misleading circumstances

• Advice on protecting assets from creditors in a bankruptcy case

• Advice on negotiating professional service fees to achieve substantial savings for clients

• Advising on the purchase vs. lease of a vehicle