About Us

Our Services

 

 
We design and implement the following services and products.
 
  
RETIREMENT PLANS
  • SEP and Simplified Plans
  • 401(k) Plans
  • Pension/Profit-Sharing
  • 412(i) Plans
 
EXECUTIVE BENEFITS
  • Bonus and Deferred Compensation Plans
  • Key Person Life Insurance
  • Succession Planning & Buy-Sell Agreements
  • Disability Buyout & Overhead Expense Insurance
  • ESOP’s
 
GROUP INSURANCE
  • Health & Dental Insurance*
  • Long-Term Care Insurance*
  • Disability Income Insurance*
  • Life Insurance
 
FINANCIAL STRATEGIES
  • Employee Financial Strategies
  • Educational Seminars
  • Executive & Estate Planning **
  • Non-fee Needs Analysis
 
INVESTMENTS
  • Mutual Funds
  • Brokerage Accounts
  • Professionally Managed Separate Accounts
  • Annuities
 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 * Health, Dental, Long Term Care and Disability Insurance are underwritten by a third party insurer and is provided though an  insurance brokerage affiliate.

** Estate Planning is funded through the use of life insurance and other financial products
 
The Financial Professionals of Capital Financial Group offer securities and investment advisory (financial planning) services through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC and offer annuity and insurance products through Equitable Network, LLC and its subsidiaries. Capital Financial Group is not owned or operated by Equitable Advisors or Equitable Network.
 
AGE-43401 (3/08)(exp.3/10)

 

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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