Broker Check

Insurance Services

C2G Capital Management LLC (C2G) is a Licensed Independent Insurance Agency as well as a Registered Investment Advisor specializing in Financial Planning.

Financial planning is a process--the integrated, coordinated, ongoing management of an individual's financial concerns.  Insurance has to be considered in any sound financial plan. A strong foundation to one's personal financial plan involves insurance. 
We have three strategic insurance partners we work with located in Atlanta, Des Moines and San Diego with 100's of years experience in insurance to help us navigate through the maze of insurance products and carriers so we can focus on translating your needs to them and provide you the best service and value for your money.

Insurance is sometimes mandated by law such as auto insurance, other insurance is required by lenders of money to purchase homes, cars and other big financial obligations to protect the lenders investment.  Yet others protect your most valuable asset, you, or better said your ability to make money, as in Disability protection.  It is believed that healthcare expenses maybe the runaway train of inflation, and thus making health insurance crucial to one's family plan.  A business may need to offer several types of insurance to recruit and retain talented employees, yet the costs often overwhelm many small businesses.  C2G Capital Management LLC can help sort through and right size individual, family or business needs.

In all Risk Management there are four methods of handling risk.

Retain risk- You choose to bear the full financial burden in the event of a loss.
Reduce risk- You restrict the conditions that create a loss.
Avoid risk- You decide not to participate in a risk-creating activity.
Transfer risk You purchase insurance to help cover a loss. 

C2G Capital Management LLC has an extensive list of insurance carriers to provide coverage for your personal property such as Auto, Home, Business, Motorcycle.  As well as your family with Life, Health, Disability or Long Term Care insurance.  We also can help use insurance products such as annuities to help fund retirement goals. 
We not only search the market for the right carrier, but we perform due diligence on the carriers to make sure they are financially sound companies with the means to pay out claims should the need arise.  We ask three basic questions on insurance:

  1. Do you need it at all?
  2. What level of coverage is right for you?
  3. What insurance carrier is going to meet those needs with the ability to pay claims with affordable premiums for you?

In essence we are not trying to sell you anything, we are trying to fit a need you have with the right level of security so you sleep well at night.