Since 1989, Capital Concepts Group (CCG) has been helping people achieve a Successful Retirement. We help our clients attain their financial goals by implementing a holistic retirement planning process called our Successful Retirement Solution. It integrates all aspects of their financial life including retirement, tax, investments, insurance and estate planning so that the sum of the parts is greater than when each is planned in isolation. This results in minimized tax and maximized income and wealth.
Today, CCG is led by three seasoned professionals - Chad Ekren, Joe Goncalves, and Geoff Perrin, who together have over 70 years of combined financial experience. Building on a foundation of trust and partnership, Capital Concepts Group is committed to helping clients Simplify, Organize and Coordinate all aspects of wealth management.