At Capital Financial Advisory Group, we always begin with a customized planning analysis, reviewing all aspects of a clients financial situation including savings, income, investments, IRAs, 401(k)’s, 403(b)’s, bills, taxes, fees, risks, family and more. Then we determine the best course of action to maximize your current income and future earning potential.
As the world has become more complex, so have our financial lives
Many of the people that seek financial help do so because there are too many choices today, and the information that is available is overwhelming. Let Capital Financial & Insurance, LLC help!
We are a completely independent firm, assisting those who are retired or looking to retire soon with financial clarity and tax planning. First and foremost, we listen. We meet with our clients to understand their present and future needs.
Personalized long-term relationships with a strong emphasis on client education
Over the years, we have made a real difference in many people’s lives. Our clients have told us that they now feel in control, and finally have added peace of mind regarding their improved financial situation.
Whether you’re exploring retirement for the first time, looking for a second opinion, or are simply unhappy with your current financial situation, give us a call. Capital Financial & Insurance is an independent firm, specializing in helping individuals preserve and grow their retirement accounts while implementing advanced tax and estate planning strategies.
We use your personal planning analysis to develop a customized program suited to your unique financial situation.
We develop strategies for growing your current income and maximizing your future earning potential, while protecting to minimize undue loss along the way.
We update and recalibrate your personal planning analysis on a regular basis, to make sure you are on track and continually moving towards your financial goals.
Coach Pete answers viewer/listener emails and questions as often
as he can. He was asked to share some wisdom on annuities.
You’ve worked hard to build your future—now we work hard to help protect it. With diversified portfolios, we help guard your hard-earned assets to build the retirement you’ve always dreamed of.
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 Advisory Group, 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, not insured by any federal government agency and could lose value.