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Financial Advice
For all of our clients, we offer a comprehensive approach to financial planning, focusing on strategies to help you generate adequate retirement income and make that retirement income last throughout your lifetime. Our clients have typically saved $100,000 or more for retirement.
Investment Services
Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients. Most of our investment services clients have $500,000 or more in investable assets.
Complementary Review
How does your portfolio look?
Asset Allocation
Understand current and recommended allocations on our 'Asset Allocation' board!
Financial Final Four
Understand current and recommended allocations on our 'Financial Final Four' board!
Show Me the Money
Understand current and recommended allocations on our 'Show Me The Money' board!
Managing Risk
Understand current and recommended allocations on our 'Managing Risk' board!
Total Retirement Plan
Forensic Fee Analysis
Advance & Protect Strategy
Lifetime Income Plan
Diversification Review
Spend & Leave Plan
Calculated Risk Exposure Level
Financial MRI
Core & Explore Plan
Tactical Management
IUL Strategy
Roth Conversion Strategy
Annuity Funded Life Option
Personal Pension Review
Bank Money Review
Growth with Risk Review
