Architected Wealth. Protected Capital. Enduring Legacy.

Capital with Intention. Legacy with Precision

Your wealth deserves more than assumptions or off-the-shelf solutions. At Chando Global Group, we help individuals and families design, govern, and transfer capital with clarity so what you have built serves you during life and endures across generations. Our work brings structure to complexity and discipline to long-term outcomes. Every solution is intentional. Nothing is left to chance. Because legacy is not accidental. It’s architected.
1. How did you hear about us?
If you were referred by someone, please state his/her full name.
Client's Name*

First Name Last Name
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Protect: Family & Assets

"Family is where life begins and love never ends." Protection is not emotional; it’s structural. We design safeguards that preserve capital, continuity, and control when it matters most.
1. If a significant health event temporarily limited your ability to work, do you currently have a financial structure in place that could sustain your lifestyle and obligations without disrupting your long-term plan?
2. If a health or cognitive event required extended care, do you have a strategy in place to protect your assets and maintain income without disrupting your broader wealth plan?
3. Within your portfolio, do you have a dedicated allocation designed to preserve principal, deliver predictable outcomes, and buffer against market volatility, inflation, and tax exposure?
Financial Legacy: Your Children

“The greatest gifts you can give your children are the roots of responsibility and the wings of independence.” —Denis Waitley
4. Do you have children?
5. Which of the following benefits is covered by the financial instrument, if any, you have for your child(ren), if any?
Estate Planning

“Only put off until tomorrow what you are willing to die having left undone.” — Pablo Picasso. Legacy must be governed, not assumed.
6. Do you currently have core estate documents in place—such as a Will and/or Trust—designed to ensure continuity, clarity, and proper execution of your intentions?
Retirement Planning

"Retirement is wonderful if you have two essentials—much to live on and much to live for".
7. Do you currently hold assets in qualified retirement accounts (e.g., 401(k), 403(b), IRA)?
8. Do you have any orphaned, non-contributing qualified retirement plan from a previous employer?
9. Do you have a self-managed retirement plan - Traditional IRA, Sep-IRA, Solo-K(Solo 401(k))?
10. Do you currently own any annuity-based products, and are you comfortable with how they function within your broader financial strategy?
10a. What is your preferred way for us to connect to discuss recommendations tailored to your situation?
What else is on your mind?
Thank you for taking the time to share this information. It allows us to approach your situation thoughtfully and with the level of care it deserves.

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Sincerely,

Chando Global Group

📞 +1 704-247-7387 |🌐 www.cggrp.com |📧 info@cggrp.com
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Capital with Intention. Legacy with Precision

Protect: Family & Assets

Financial Legacy: Your Children

Estate Planning

Retirement Planning