CGC Financial Services - Glen Clemans, Davena Yee, Shane Hunt, and Noah Steinbrenner Home
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Office: (503) 670-1958

Toll-Free: (888) 670-1958

Fax: (503) 670-1964

5 Centerpointe Drive

Suite 550

Lake Oswego, OR 97035

info@cgcfinancialservices.com

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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.

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Copyright 2026 FMG Suite.

Glen Clemans, Davena Yee, Shane Hunt, Noah Steinbrenner, and Aidan Randall. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional investment advisory services offered through CGC Financial Services, Inc. [CGC]. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. These services are strictly intended for individuals residing in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration.

As such, this communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, HI, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MT, NC, NE NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, 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 rep 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 requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.