Developed by the Capital Financial Team
With this free resource, you'll give direction on:
Social Security Benefits Information
Safe Deposit Box Information
Veteran's Benefits Information
Long-Term Care Policies
Last Will and Testament
Savings Bonds
Power of Attorney
...and much more!
Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.
Let Capital Financial USA be your partner in financial planning.
Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.
Let Capital Financial USA be your partner in financial planning.
Sit down with a fiduciary financial advisor who can guide you and have a conversation that will indicate if you are in need of a comprehensive financial plan.
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Investment Advisory services offered through Capital Financial Advisory Group, LLC. Capital Financial Advisory Group and Capital Financial & Insurance are affiliated. Important information: Capital Financial Advisory Group, LLC provides general information on this website, not individually targeted personalized advice. Advice from Capital Financial Advisory Group, LLC found on this site does not take into account any investor’s particular investment objectives, financial situation and personal needs. Investors should assess for themselves whether the advice is appropriate to their individual investment objectives, financial situation and particular needs before making any investment decision on the basis of such general advice. Investors can make their own assessment of the advice or seek the assistance of a professional adviser with Capital Financial Advisory Group LLC. Investing entails some degree of risk. Investors should inform themselves of the risks involved before engaging in any investment. Capital Financial Advisory Group, LLC endeavors to ensure accuracy and reliability of the information provided but does not accept any liability whatsoever, whether in tort or contract or otherwise, for any loss or damage arising from the use of Capital Financial Advisory Group, LLC data and systems. Past performance is not necessarily indicative of future results. Information and advice provided here is not an offer to buy or sell securities. Before commencing an investment program we recommend you seek independent professional legal, tax and investment advice as to whether it is suitable for your particular needs and circumstances. Failure to seek detailed professional, personally tailored advice prior to acting could lead to you acting contrary to your own best interests and could lead to losses of capital. The information received by subscribers is for their personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty of investment results. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. All information provided or contained in this Web site is the property of Capital Financial Advisory Group, LLC, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Capital Financial Advisory Group, LLC. All rights reserved. Before deciding on an annuity, you should consider your income needs, risk tolerance and investment objectives. Capital Financial & Insurance, LLC can help you decide if annuities are a suitable investment and can help you pick the correct annuity. Guarantees are subject to the claims paying ability of the annuity provider. They do not apply to the investment performance or safety of the underlying investment options. Please note any annuity is not a deposit, not FDIC or NCUSIF insured, not guaranteed by Capital Financial & Insurance, not insured by any federal government agency and could lose value. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimsâpaying ability of the issuing company.
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