Capital Concepts Group (CCG) has been helping clients achieve a Successful Retirement since 1989. We utilize our Successful Retirement Solution, a holistic retirement planning process which integrates retirement income, tax, investments, insurance and estate planning so that the outcome is better than when each is planned in isolation. This results in minimized tax and maximized income and wealth.
Today, CCG is led by three Senior Investment Advisors – Chad Ekren, Joe Concalves, 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, leading to a Successful Retirement.