CQ Consulting Services

Take Your future To New Heights
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Don’t Settle For Less

Optimize Your Financial Goals and Objectives

We believe in an intentional and team approach to creating a successful life.  Our mission is to help our clients Keep More, Make More, Live more.

Attaching reasons to your goals can put them in perspective and fuel motivation.  Do you see the value of looking at the big picture, developing a plan, and implementing a comprehensive, unbiased wealth management approach? Are you ready to discover personalized, creative solutions that help reduce the stress and responsibilities of managing your money and planning your financial future?

Charge Forward

Financial Roadmaps Designed Exactly To Your Needs

We understand the responsibilities and stresses that accompany wealth. Our services are designed to help reduce these pressures and simplify your life. Our approach integrates your goals into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.

  • Understanding Your Financial Objectives – We begin by asking questions to understand you and your financial situation, goals and preferences.
  • Determine Appropriate Account Structure – We design the appropriate account structure most suited to accomplish your objectives. This step may involve optimizing the titling of your taxable accounts, implementing retirement plan solutions, trust accounts, educational accounts, charitable foundation or other structures to better serve your needs.
  • Implement Time-Tested Strategies – Within each account we implement long-term (or short-term) investment strategies based on the specific strategic asset-allocation to most suitably serve the objectives of each account.

Our Specialties

We Can Do It All. Get In Touch For a Free Consultation

Financial Planning

Private Investments

Real EState Investment

Tax Strategies

Self Directed IRA’s

Estate Planning

Risk Management

Asset Protection

Capital Preservation

 

 

 

Services

What I Can Do For You

I typically work with women who are successful in their careers but they find it difficult or challenging to optimize their wealth the way they would like because they are so busy in their business and professional lives.  I help them gain control of their money, systematize financial growth by helping them set goals and reach personal goals so that they can spend more time enjoying life and less time worrying about money.

 

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New Strategies

I educate my clients on concepts and strategies they may have never heard about.

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From Our Founder

Make Your Own Opportunities

Financial Clarity. 

Pricing

Service Packages

Get In Touch

Atlanta, GA
+1 470.326.7022
Chris@cqconsultingservices.com

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