Capital Financial and Insurance
For all of our clients, our team of retirement advisors 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.

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Capital Financial Advisory Group
For our investment services clients, we provide a structured system of wealth management by our team of retirement advisors through investment, financial, retirement, estate and tax planning customized to meet their individual financial needs. Most investment clients have $500,000 or more in investable assets.

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Capital Financial and Insurance
Learn About
Financial Advice
Retirement Assets: $100,000+
Capital Financial Advisory Group
Learn About
Investment Services
Investable assets: $500,000+

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