Coordinated Planning Group, INC.

Coordinated Planning Group (CPG) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CPG creates an Investment Policy Statement for each client. CPG also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CPG generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, private equity funds, insurance products including annuities and private placements.