Dennis D. Coughlin, CFP, AIF
Dennis Coughlin co-founded CG Capital with Christopher C. Giambrone in 1999. Their initiative is based on the desire to give individuals, families and business owners access to the most important aspect of financial advice: planning for tomorrow, including investment and risk management strategies and a retirement, business and legacy plan. Dennis graduated from the State University of New York with a degree in finance that included a concentration in accounting. He later attended Wharton School of Finance at the University of Pennsylvania, earning a certificate in retirement planning. He has also studied Modern Portfolio Theory at the Harvard Faculty Club. In addition, he completed a Medicaid Practice Program facilitated by Medicaid Practice Systems.
Dennis holds the CERTIFIED FINANCIAL PLANNER™ certificate, the Accredited Investment Fiduciary® (AIF®) designation and FINRA Series 6, 7, 63, and 65 securities registrations, as well as his life, accident, and health insurance licences.
Office: 315.765.6032 | Fax: 315.765.6029 | E-mail: dennis@mycgcapital.com | Website: www.mycgcapital.com
Latest articles by Dennis D. Coughlin, CFP, AIF
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Selling Your Family Business? 14 Things Small-Business Buyers Will Want to See
Having all the relevant information ready to go before you have a prospective buyer will help make the process so much easier.
By Dennis D. Coughlin, CFP, AIF • Published
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3 Ways to Increase the Enterprise Value of Your Family Business
small business When you’re wrapped up in the day-to-day challenge of running a business, you can easily overlook some big-picture opportunities to boost your bottom line. Here are three factors to focus on today.
By Dennis D. Coughlin, CFP, AIF • Published
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Preparing Your Family-Owned Business for Sale?
small business Even if you’re not ready to sell right away, it’s smart to always operate as if your business were on the market. The same techniques that boost your sales price could boost your bottom line in the meantime.
By Dennis D. Coughlin, CFP, AIF • Published
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Entrepreneurs, 3 More To-Dos Before Year End 2021!
entrepreneurship To keep your business sharp and on track into 2022, take a second to check off these three often-overlooked to-do items.
By Dennis D. Coughlin, CFP, AIF • Published
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3 Exercises Help Reluctant-to-Retire Folks Know When to Say When
happy retirement Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but these three planning exercises can help clarify what you want out of retirement and whether you really are ready to let go.
By Dennis D. Coughlin, CFP, AIF • Last updated
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What Does the Upcoming Election Mean to Your Investments?
investing For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up.
By Dennis D. Coughlin, CFP, AIF • Published
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What is WRONG with Your Financial Planning 'Picture'?
Financial Planning For a revealing reality check, take your finances and turn them into a one-page visual representation. This exercise could bring you some much-needed clarity as you near retirement.
By Dennis D. Coughlin, CFP, AIF • Last updated
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Before You Retire, Consider an Internship
Making Your Money Last The traditional idea of retirement very well may not be for you. To find out, do a "retirement internship" years before you jump into anything.
By Dennis D. Coughlin, CFP, AIF • Published