FAQs/Partnership Inquiries

Q: I am a professional, how can CCG work for me?

A: We pride ourselves in working with plenty of local professionals in various fields. Our resources can drive business to your practice and make your existing client relationships more sticky, so can rest assured that your clients won’t be wooed by any offer that comes their way.

Q: What If I have a professional that I like to work with, can I still use C.C.G. for other planning matters?

A: Of course! Our aim is to wear the captain’s armband in the team of professionals in your financial life. Many of our clients already have CPAs, Bankers, Financial Advisors, Insurance agents, and Attorneys that they know, like and trust. Our goal is to bring your trusted professionals into our roundtable to craft a family office environment, where everyone is on the same team. Synergy is the name of the game.

Q: Do you serve clients and entities outside of the United States?

A: Yes! Our team has decades of experience working with foreign investors, US citizens with foreign holdings, US permanent residents, guest workers, and overseas corporations. Whether you’re looking to invest in the US, diversify your assets, seeking legal advice, or need a go-to source to help you get set up, we can help.

Q: I work in Real Estate as an agent/broker or mortgage banker, what can your team do to help me grow my practice?

A: Excellent Question! Our founder built much of his early success by partnering with real estate professionals and mortgage bankers/brokers. The three stages of financial planning (Foundation, Growth, and Legacy) all involve property ownership and transactions in one way or another. Let’s face facts, there are hundreds of thousands of real estate-related professionals across America, if you’re in the industry, you best find a way to differentiate yourself. Some of our flagship offers for real estate professionals include:

a) Property tax mitigation

b) Strategic mortgage payoff (pay off your mortgage in 5-7 years instead of 30)

c) Cost Segregation

d) Green energy tax savings

e) Private/captive insurance and P&C audits

Frankly, every professional in the real estate industry needs a calvary by his/her side as a strategic partner. Otherwise, it’s just an up-and-down sales grind. Your clients will thank you when they see hundreds of thousands of dollars saved, and they will be impressed when you have the resources to answer complex questions for them. We allow you to stay in your lane and master your craft; you allow us extra support to ensure your repeat business and referral numbers are through the roof. Watch the four-minute video at the bottom of the About page for more information.

Q: Why don’t all professionals use consultancy models?

A: Unfortunately, the modern business world is a cutthroat environment where professionals compete for attention and likely have been burned by the traditional referral model. We are different. We only work with professionals who value synergy and deep client connections. Most business in this fast-paced world is transactional. We aim to work with the same clients and professionals for life. Too many people lose because none of their trusted advisors communicate with each other.

Q: Do you work with CPAs?

A: CPAs are some of our favorite professionals to work with! We understand why CPAs get into the industry and feel bogged down by the stress of the job. You didn’t join this profession to be stressed out at a desk filing $500 tax returns for 2000 people once a year. Our team has built, grown, and sold CPA practices for over $45 million. Let us show you how we can simultaneously explode your business and allow you more time for your family and passions.