Book an Appointment Today

Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479

contact@cpgcares.net

Home
Client Login
Book an Appointment
About
Services
Resources
Podcast
Events & Webinars
- Past Webinars
Contact Us

Book an Appointment Today

Alison Cloutier

Alison Cloutier

Operations

Contact

Office: 281-690-1177

19901 Southwest Freeway

Sugar Land, TX 77479

contact@cpgcares.net

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Customer Relationship Summary

Securities and Advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Consolidated Planning Group and Osaic Wealth are not affiliated.

This communication is strictly intended for individuals residing in the states of GA, NC, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.