Our Process

While any successful company has a Chief Financial Officer (CFO) to help the owners make good financial decisions, we believe that any successful individual, couple or family also needs someone to come alongside them to help them track, navigate & monitor the complexities of today's world. 

Clarify

where you are today, where you're currently headed & where you want to be.

Consult

together regarding ideas for making your journey better.

Capitalize

on your road map to & through financial independence by advocating for you all along the way.

Is our process right for you?

AdobeStock_55602539.jpeg

Experience a World-Class Service Approach

At CCG, you'll find a unique & refreshing process for guiding you to, & through, financial independence.  This is where the rubber meets the road.

Consulting Services

($99/mo - no long-term contract - fee waived with $500k+ under management)

  • 24/7 Financial Dashboard
  • Fee-only Investment Management
  • Quarterly Reviews
  • Monthly Retirement Plan Allocations
  • 24/7 online Retirement Map
  • Annual Tax Prep by a CPA
  • Monthly Educational Luncheons
  • More...

Investment Management

(flat %/yr - no commissions, transaction fees, surrender charges or loads, long-term contracts, etc)

  • Passive, Active, & Tactical strategies
  • Annual Performance Reviews
  • Quarterly Performance Updates
  • Strategy Conference Calls
  • Newsletter & Email Updates
  • Dedicated Service Professional
  • Account billed directly, no invoices/checks
  • More...
 

Don't Miss the Boat!

Enjoy a complimentary cruise on beautiful Lake Minnetonka aboard one of Al & Alma's exquisite yachts.

Provide some feedback and we'll provide you with a complimentary cruise aboard one of Al & Almas prestigious yachts.

* Restrictions Apply, See Below

Take the Next Step

Learn If Our Process is a Good Fit

WORKING TOGETHER REALLY IS A TWO-WAY STREET - ARE WE A GOOD FIT FOR EACH OTHER?

Let's Find Out.

The road from here to there... is shorter for those who know the way.

Organize Your Entire Financial Situation

See Your Entire Financial Situation Anytime, From Any Device, With a Personal Financial Dashboard.

If you don't know where you're going, any road will get you there.

Get, & Stay,  Invested Right

Determine how fast you should be driving with your investments & how fast you're currently going.

Are you invested right?

Road - plains.jpg

Keeping In Touch

Never Miss an Update or Invitation

Must Reads

Calendar

About Us

Capital Consulting Group

952-540-0153

6301 Wayzata Boulevard

St. Louis Park MN  55416

 

We understand that our clients are our business - and we look forward to getting to know you, your family & your story.

Have a question? Just ask.

Name *
Name