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949-248-8800

Customized Financial Strategies Developed by a Team of Experts

Let Us Guide You

We develop personalized solutions for families to create and retain wealth.

Capital Financial Consultants Group provides advice on over $200 million in assets and consists of a diverse group of financial advisors and financial planners. Our clients range from professionals, retirees, business owners, corporate executives, and more.

We offer our clients personalized solutions and customized financial strategies which are focused on keeping their values, goals, and priorities at the center of every recommendation. The firm also provides resources for business owners, employers and 401k plan sponsors to assist in managing their corporate retirement plans.

At Capital Financial Consultants Group, you will find a team of experts who know that life planning, financial planning, retirement planning, and more are essential to your immediate and long-term goals. We work with you to create a plan based on your goals and values with the aim of protecting your current assets and building what you have for the future of you and your family.

Unique Life Capital Planning Model for personal & business growth.

Our unique financial model called Life Capital Planning is used to coordinate your personal and business priorities and goals. Once these goals are aligned, we help you determine financial strategies to manage your current assets as well as plans to grow those assets for your future goals and retirement plans.

The Life Capital Planning Model allows us to work with you to create tailor-made financial strategies that fit who you are and the life you want to live. We will help you find a way to have your financial goals meet your financial needs so you can live the life you desire!

Customized Financial Strategies tailored to your values, goals, and priorities.

We are privileged to work with over 500 families and businesses across the United States and internationally with financial planning, investment, and insurance management services.

Whether you are planning for your personal or business future, we will provide you with the resources to manage your assets and plan for life’s crossroads. As you follow our Life Capital Planning Model, we will offer financial solutions that aim to keep participant costs in check while offering a robust selection of investment choices that allow you to truly develop personalized strategies for your current assets and retirement savings.

Contact Us To Get Started
31461 RANCHO VIEJO ROAD, SUITE 104, SAN JUAN CAPISTRANO CA 92675, San Juan Capistrano CA 92675
949-248-8800 oc.admin@capitalfin.com

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Registered representatives offering securities and advisory services through Independent Financial Group, LLC (IFG) a Registered Investment Adviser. Member FINRA/SIPC. Additional advisory services offered through Capital Financial Consultants Group, INC, a registered investment adviser. IFG and Capital Financial Consultants Group, INC are unaffiliated entitiesFor state licensing information please visit www.capitalfin.com. Licensed to sell securities in the following states: AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, VT & WAThe information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.