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.