CG Insurance Agency

Plante & Moran is one of the largest certified public accounting and business advisory firms in the United States. The company provides financial, human capital and wealth management services. It offers tax, assurance, restructuring and operation improvement, and litigation and valuation services. The company assists clients in cases related to technology consulting and solutions. Plante & Moran also provides strategic planning and business risk management services. The company serves clients in the manufacturing, distribution, nonprofit, retail, real estate, health care and public sectors. It supports various community organizations, such as the Habitat for Humanity, Adopt-A-Highway and Community Foundation for Southeast Michigan. It employs a staff of more than 1,600 professionals and operates over 15 offices throughout Michigan, Ohio, Illinois, as well as an international office in Shanghai, China. Plante & Moran maintains a location in East Lansing, Mich.

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.