Financial Planning

Financial Planning

Comprehensive Financial Planning for Individuals, Businesses and Foundations

The financial planning process takes our clients through an assessment of where they currently are, setting goals for the future and creating and implementing sound plans to achieve those goals. Clients will be provided with a written plan that evaluates and incorporates two main categories, Life and Financial Planning, along with an action plan to potentially maximize their Life Capital Return.

Life Planning is the term we use to describe the synchronization of your personal and business priorities and goals, and aligning them with the financial strategies that fit who you are and the life you want to live. When we merge what's important to you with what's important to you financially, life is better! With our Life Capital Planning Model, success on your terms is what we call your Life Capital Return.

Advisory services offered through Capital Financial Consultants Group, Inc., a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. Capital Financial Consultants Group, Inc. and IFG are unaffiliated entities. 

Licensed to sell securities in AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MI, MT, OK, OR, TX, WA, WI.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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