A personalized financial plan for your future should be just that - personal. At Capital Financial Consultants Group, we know that your goals, finances, and future plans will take a different route on the path to financial security and success.
Because of this, we work with you to understand your values and family dynamics in a life planning exploration discussion before creating a comprehensive plan tailored to your individual needs to protect what you have and plan for the future.
Don’t let life’s milestones be a source of concern. Take control of your financial goals with our Capital Life Income Plan and be secure in life’s expected and unexpected events.
As part of the financial planning process, our team creates a comprehensive plan specifically for you to identify any areas of concern and provide you with a plan of action consistent with your goals.
Retirement should be a source of joy after the hard work you have put in throughout the years. Having a plan in place allows you to feel secure in your retirement, whether it is quickly approaching or far in the distant future.
Our Life Capital Income Plan is developed with your goals and needs in mind to give you the maximum amount of income available for retirement based on the available assets for retirement purposes.
Your individual needs may vary, but could include continued growth of your estate, an income while preserving your estate, or maximizing income by spending down your estate over time.
Once your personal retirement plan is in place, we manage your assets according to your individual goals by utilizing time horizon investment management strategies. In addition, periodic reviews of the overall performance will be conducted to determine if the asset allocation and individual positions are on track to meet your desired and stated objectives and if any adjustments should be made.
Our reinsurance company owner relationships are successful because we take a financial planning approach to creating a diversified investment strategy for company owners. Every company is different, so we work with you to develop a customized service plan for your individual business to address not only your dealership and corporate business needs but personal needs as well.
We are able to offer a wide range of security and investment products that suit a variety of time horizons and risk tolerances.
We are able to establish and manage new retirement plans, assess existing retirement plans and provide competitive options.
Our Life Capital Planning Model combines life planning with financial planning synchronizing your personal and business priorities and goals then aligning them with financial strategies.
Capital Financial Consultants Group is a Registered Investment Advisory Firm which means we work exclusively for you, not a company selling investment products. We are fully independent in making our recommendations to you & your employees and provide full disclosure of all fees receive.
Capital Financial Consultants Group also accepts full fiduciary status under ERISA Section 3(21) as advisor to your plan.
Capital Financial Consultants Group helps families create and retain wealth. With over 100 years of combined financial services experience and a commitment to quality and service, our mission is to leverage our skills and expertise to enrich the lives of each and every client we are privileged to serve.
Contact us for a no obligation, confidential discussion about your goals and objectives. If you want to move forward, we will facilitate the process quickly and efficiently!
