CGC Financial Services

Financial planning designed for how life actually works.

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

2 reviews

Comprehensive financial planning and investment advisory firm serving individuals, families, and pre-retirees since 2006.

Call (503) 670-1958

Navigate to Visit website

About

CGC Financial Services is a financial planning and investment advisory practice founded in August 2006 by Glen Clemans. The firm offers comprehensive guidance when it matters most, helping clients address retirement accounts, tax strategies, estate considerations, and investment allocations as interconnected parts of a single financial picture.

The team prepares thoroughly, thinks critically about each client's specific situation, and works to maximize every outcome. CGC serves pre-retirees planning the transition, retirees managing their wealth, individuals seeking comprehensive guidance, and families planning multi-generational wealth. The firm operates as a registered investment adviser through CGC Financial Services, Inc. and offers securities through Osaic Wealth, Inc., member FINRA/SIPC.

Comprehensive guidance addressing investments, taxes, estate, and insurance together rather than in isolation

Founded in 2006 with nearly four decades of combined advisor experience

Integrity-driven, client-centered culture where advisors share a commitment to doing the right thing

Hands-on involvement including coordinating with attorneys and accountants on behalf of clients

Personalized guidance that empowers clients to move forward with confidence

Services

Comprehensive Financial Planning

Holistic guidance addressing investments, retirement, taxes, risk, and estate considerations together as an interconnected financial picture.

Investment allocation review Retirement strategy Tax planning Estate considerations Risk management

Retirement Planning

Guidance for pre-retirees and retirees to plan the transition to and manage wealth through retirement with confidence.

Social Security application assistance Medicare enrollment guidance Oregon PERS benefits coordination Retirement income strategy Lifestyle sustainability planning

Investment Advisory

Design, monitor, and manage individualized investment portfolios tailored to client goals, objectives, and risk tolerance.

Individualized portfolio design Continuous portfolio monitoring Investment management Risk-aligned allocation Schwab Alliance One integration

Estate Planning Coordination

Coordinate with attorneys and accountants to align estate planning with broader financial and retirement goals.

Trust and estate document review Multi-generational wealth transfer Beneficiary coordination Attorney and accountant coordination Legacy planning

Tax Strategy Guidance

Integrate tax considerations into your overall financial plan, including retirement income tax optimization.

Tax-efficient investment strategies Retirement income tax planning Social Security tax estimation Coordination with tax professionals Multi-state tax considerations

Credentials & Certifications

Series 7 Registration

Series 63 Registration

Series 66 Registration

SEC Registered Investment Adviser

FINRA BrokerCheck

Osaic Wealth Member FINRA/SIPC

CGC Financial Services, Inc. Registered Investment Adviser

Reviews

Rating

★★★★★

Reviews

"Thank you, CGC!"

Frequently Asked Questions

What types of clients does CGC Financial Services work with? +

CGC works with pre-retirees planning the transition, retirees managing their wealth, individuals seeking comprehensive guidance, and families planning multi-generational wealth.

What is CGC Financial Services' approach to financial planning? +

CGC takes a comprehensive approach that addresses investments, retirement, taxes, risk, and estate considerations together, rather than in isolation. They prepare thoroughly, think critically, and work to maximize every outcome.

When was CGC Financial Services founded? +

CGC Financial Services was founded in August 2006.

What credentials does Glen Clemans hold? +

Glen Clemans holds Series 7, 63, and 66 registrations across over 30 states.

What documents should I bring to my initial meeting? +

Bring recent investment account statements, pension documents, PERS or FERS statements, Social Security projections, most recent paystub and bank statement, most recent tax return, estate planning documents, mortgages and liabilities, and insurance statements including life, long-term care, and disability.

What is CGC's four-step process for working with clients? +

Step 1: Discovery — understand your situation and goals. Step 2: Strategy Development — build a comprehensive plan. Step 3: Active Portfolio Management — design, monitor, and manage portfolios. Step 4: Ongoing Partnership — annual meetings and consistent communication.

Does CGC Financial Services offer investment management? +

Yes, CGC offers active portfolio management, designing, monitoring, and managing individualized portfolios on a continuous basis for clients with varied investment needs, goals, and objectives.

What states does CGC Financial Services serve? +

CGC serves residents of AK, AR, AZ, CA, CO, CT, DC, FL, HI, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, and WA.