Five Star award winner Eric Hagen

PROFESSIONAL PROFILE

Contact Me

Eric Hagen

President, Investment Adviser Representative

Capital Consulting Group, Inc.

6640 Shady Oak Road, Suite 200

Eden Prairie, MN 55344

Office: 952-540-0153

Eric@InvestWithCCG.com
www.InvestWithCCG.com

Clarify. Consult. Capitalize.

Life is busy! It's hard, if not impossible, to give your financial future the attention it deserves. Hi, I’m Eric — a husband to Kelly, father to 8 (3 girls, 5 boys), small business owner & President of CCG. I’m on a mission here to inspire people just like you to make your next financial decision, and the one after that, a good one (the secret to prosperity — more on that in a bit…)

You get one financial future. There are no do-overs, no second chances, no mulligans. One financial future. One. It doesn’t matter where you are right now, or what financial decisions you’ve made in the past — they can’t be changed. The only financial decision that matters right now is the next one you make…and then the one after that. This is the secret to prosperity.

The secret to prosperity is not in picking the next Amazon stock, coming up with some new invention, or winning the lottery (thank goodness because these are all really hard to do!) The secret to prosperity is not in any one big decision, but in many small decisions. This secret is called steady plodding, which means making your next financial decision, and the one after that, a good one.

Our goal at Capital Consulting Group is to help you do just that - to help you make your next financial decision, and the one after that, a good one. We work with individuals, couples, and families so reach out today - we'd love to meet you.

Would we be a good fit working together? Let’s find out. Please feel free to schedule a time on my calendar at EricHagen.pro. You will not be asked to make any changes or commit to anything at our first meeting nor will you be asked to pay anything, instead; I’ll answer any questions you have, spend some time listening to you, and share our unique process for getting you from where you are now, to where you want to be (my proprietary 3C process: Clarify | Consult | Capitalize)

If you decide you want to continue the conversation, then we’ll discuss what that could look like. Again, to take advantage of this opportunity, visit me at EricHagen.pro.

To your next financial decision- Eric

See Accomplishments

This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Securities & Investment Advisory Services Offered Through NEXT Financial Group, Inc. ("NEXT"), member FINRA/SIPC. Capital Consulting Group, Inc. is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.InvestWithCCG.com. For more information on the Five Star award and the research/selection methodology, go to Fivestarprofessional.com

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.