1300 Veterans Hwy., Suite 210, Hauppauge, NY 11788

www.cgaaonline.com • tel: 631.232.7900 • fax: 631.232.7929 • cgaa@gwnsecurities.com

Securities and Advisory Services offered Through GWN Securities, Inc., A Registered Investment Advisor. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418 • 561-472-2700. CGAA and GWN Securities, Inc. are non-affiliated companies.

CGAA, Inc. & GWN Securities

WORLD-CLASS wealth management

for the education workforce

Our representatives are your advocates. We listen to understand

who you are. We put the jargon of the financial world into plain

English – so you can plan knowledgeably for “what’s next”.

your BRIDGE between

working & retiring

INNOVATIVE strategies to

help you grow & preserve wealth

A Strategy Suited to Your LifeAt CGAA, we recognize that you are unique.

You have a specific vision of retirement. So

we work to provide you with a specific,

personalized wealth management strategy – a

long-range approach created with a thorough

understanding of your “big picture” and

the details of your life and dreams.

We help you make educated investment choices

in line with your financial objectives, and

your tolerance for risk. Most importantly,

we stand by you after we help you put the

strategy in place. We monitor it, so that we

may adjust and refine it in response to changes

in the market and changes in your life.

We help school employees plan for retirement

beyond their pension plans – addressing the

key issues of investment choices, tax reduction,

risk management and legacy planning.

Perhaps most importantly, we explain how

school employees can integrate their pension

plans with other financial resources to

potentially improve their retirement finances.

True IndependenceWe have the freedom to select financial

products from the broad spectrum of financial

firms – not just one or two companies.

For the sophisticated investor, we offer fee-based

managed accounts – truly customized portfolios

guided by a professional money manager. With a

managed account, you have a professional money

manager making investment decisions on your

behalf, rather than on behalf of a giant fund.

You have a personalized, transparent portfolio

based on your investment goals and tailored to

your level of risk. You can see what you own,

and you know how the assets are allocated.

Truly Personal ServiceNavigating the financial world can be a challenge.

Our representatives provide the objectivity

to help you sort it all out. Suddenly, you

have clarity and renewed confidence – along

with access to great investment, insurance

and retirement planning resources.

We take the time to get to know you: where

you have come from, where you want to

go, what dreams you need to pursue.

We enjoy getting to know you, and we

approach our work with the idea that

we will help you for years to come.

In fact, we work for you. We don’t

simply recommend investment

products – we help you lay out a long-

term path toward your financial goals.

Truly the First ChoiceCGAA is your premier group of local

financial professionals delivering world-

class wealth management for the education

workforce. So make us your first and

last call for retirement planning.

World-class wealth management for the education workforce.