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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


  • 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.