Customized Financial Strategies Developed by a Team of Experts

Capital Financial Consultants Group provides advice and service to a large, diverse group of business owners, corporate executives, retirees, and young professionals.

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!

We are privileged to work with over 200 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.

Meet Our Team

Jeff Fisher

Jeff is the CEO and President of Capital Financial Consultants Group and a Registered Principal with Independent Financial Group, LLC. Jeff has an extensive background in business management and administration. He served as Chief Compliance Officer at his prior broker-dealer, overseeing the regulatory interactions with FINRA and the SEC. Here he also oversaw the Due Diligence and Research & Analysis departments and has a vast background in evaluating alternative assets in real estate, business development, and energy. Prior to merging his practice with Capital Financial Consultants Group, he co-founded a successful investment advisory firm.

Jeff specializes in Wealth Management and Financial Planning; in the protection, accumulation, preservation, and distribution of wealth, and he embraces general financial planning principles when working with clients in the management process. He holds FINRA Series 7, 24, and 66 licenses. 

Jeff and his wife Tina live in San Juan Capistrano, CA with sons Joseph and Isaac and daughter Lauren. In his spare time, Jeff stays busy in South Orange County and loves the beach, athletics and spending time with family, while also trying to find time to satisfy his love for the game of golf.

Haynes L. Kendall, Jr. CFP®

Haynes L. Kendall, Jr., CFP^® is the Founder of Capital Financial Consultants, Inc., a financial planning and wealth management firm based in Orange County, California since 1980. Haynes is a Certified Financial Planner^®, Adviser / Representative, and a Registered Securities Principal with Independent Financial Group, Inc. member of FINRA and SIPC.

Haynes received his Bachelors of Arts Degree in Journalism and Business from University of South Carolina. Serving as a Naval Aviator aboard the aircraft carrier USS Constellation, he obtained the rank of Lieutenant Commander in the United States Navy.

Haynes is the co-author of Living and Learning: Achieve Retirement and Education Security, a collaborative effort amongst several leading estate planning attorneys and financial planners. 

Haynes has completed advanced studies in the areas of retirement planning, estate planning, income tax strategies, portfolio analysis as well as planned giving, and received his certification as Certified Financial Planner^® from the American College of Financial Planning. He is a Plan Giving Specialist and a member of the Financial Planning Association.

Haynes and his wife Arlene reside in Fallbrook, CA.

Check the background of investment professional on: FINRA's BrokerCheck