At Capital Financial Consultants Group, we know that the key to a strategic financial plan is not us - it’s you. 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.

This customized strategy is based on a life planning exploration discussion where we learn your values and family dynamics. This information allows us to develop your comprehensive financial plan which will guide you through expected life milestones and provide you with the resources to handle each event as it occurs while still achieving your individual financial goals.

Events to plan for:

• Marriage
• Expenses Related to Children
• Unforeseen Crisis Expenses
• Home Purchases
• Occupation Change or Retirement

Financial Planning

Our financial planning process includes a comprehensive plan prepared by our team which will pinpoint any areas where precautions may be necessary. Your plan will also provide a course of action consistent with your objectives. Each financial solution is customized to you and your family and will allow you to achieve your financial goals both now and in the future.

We will discuss personalized options and solutions for debt management, estate planning, risk management, and more, allowing you to live your life secure in the knowledge that a financial plan is in place. Achieve your goals and see success on your terms!

Protect your assets and plan for the future.

Retirement Planning

Our Life Capital Income Plan includes goals and objectives to develop a secure retirement and estate plan for you and your family. As a part of your comprehensive financial strategy, we determine the maximum amount of finances available at your goal retirement date based on available assets and financial goals.

Prepare yourself for retirement and beyond by creating a plan for your current wealth.

• Spend Down the Estate

Retirement goals may vary, but typically include continued growth of your assets, estate planning for families, income preservation to keep a comfortable standard of living, or income maximization by spending down your estate. Whatever your personal retirement goals may be, we can help you reach them through a thorough inventory of your current wealth and assets and calculating a plan for the future based on availability.

Our firm will continually review and manage your assets’ overall performance based on your individual retirement and estate planning strategy. Based on your objectives for retirement and estate planning, we will monitor your financial plan and make any appropriate adjustments so your assets, estate, and other wealth are consistently on track to meet your goals.

Dealer Reinsurance Management

Plan for the financial needs of your dealership, corporate business, and personal needs.

When it comes to our reinsurance company owner relationships, we know that a diversified investment strategy is a solid investment strategy. That’s why our financial professionals work with you to create a customized financial strategy with our investment advisory and asset management expertise that utilizes a variety of security and investment products tailored to your individual needs.

Our reinsurance management services cover investment advisory and asset management programs, retirement plan analysis and management for corporations, and personal financial planning to ensure you, your family, and your business are covered under one comprehensive financial strategy. Our Capital Life Planning Model combines business and financial planning with life planning to ensure the protection and growth of your business and personal assets.