Our Firm
Capital Financial Group provides insurance, employee benefits, investment and consulting services to a focused group of businesses, business owners and affluent individuals. We take pride knowing that offering these multi-disciplined services in an integrated fashion helps to simplify an often-complex planning process for this select group of businesses and individuals.
Our clients are able to work with one team of professionals under the same roof and obtain the type of financial services that bring enormous value to their business, their personal lives and to their families. This consolidated approach provides clients with unparalleled access to quality Retirement and Estate Planning, Employee Benefit and Risk Management Plans, Professionally Managed Separate Accounts and Business Continuation and Buy–Sell Strategies.
In addition to Capital Financial Group’s professional staff, we also have working relationships with numerous CPAs and Attorneys, Retirement and Estate Planning Specialist/Consultants and Asset Management firms on a local and national scale, who provide tremendous additional value to our firm and our clients.
As a result of our extensive experience in these financial disciplines and our reputation for integrity in serving our client’s needs, we have become known as a company that our clients can depend on for quality services. We continue to focus on cultivating clients that perceive the value of our expertise and are willing to refer us, thereby adding value to our business and the clients we serve.
