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A Boutique Wealth Management Firm Providing Financial Planning Strategies For All Of Life's Milestones

Life Planning - A Roadmap to Success

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.

We Plan for Life's Crossroads


  • Change in marital status
  • Purchase of a home
  • Birth of a child
  • Health crisis
  • Retirement
  • Death of a family member
  • Change of occupation or job
  • Children beginning college
  • National emergencies
  • Natural disasters

Take Control of Your Financial World

Don’t let life’s milestones be a source of concern. Take control of your financial goals with our Life Capital 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.

Goal Planning

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Preparing for your future

 

  • Tax planning discussion
  • Cash flow review
  • Charitable giving review
  • Education goals
  • Savings & emergency funds
  • Accumulation goals
  • Retirement readiness review
  • Social Security distribution


Estate Planning

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Protect and pass your estate to heirs

  • Minimize estate taxes
  • Control distributions
  • Provide estate liquidity
  • Beneficiary designation
  • Maximize wealth transfer
  • Legacy planning
  • Estate plan review & coordination with other professionals


Investment Planning

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Select investment to meet goals

  • Risk tolerance analysis
  • Diversification strategies
  • Tax & cost basis reporting
  • Goal-based & time horizon planning
  • Ongoing portfolio management & asset allocation


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Tax Planning

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Plan for and lower tax liability

  • Review tax issues with CPA
  • Charitable giving strategies
  • Harvesting losses and providing tax gain / loss summary
  • Forward year-end tax planning information to your personal CPA
  • Minimize income taxes with tax strategies and investments


Risk Management

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Protect from financial loss

  • Life insurance
  • Health insurance
  • Disability income insurance
  • Long term care insurance
  • Property & casualty insurance
  • Asset protection
  • Provide adequate cash to support your family


Debt Management

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Lower monthly payments

  • Use leverage appropriately
  • Pay off liabilities efficiently
  • Maximize tax deductibility on debt payments
  • Debt restructuring to improve cash flow


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.

Retirement Planning - The Ultimate Destination

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.

Grow the Estate

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Income & Perservation

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Spend Down the Estate

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