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.
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!
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.