Customized Retirement Planning Session

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