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Capital Financial Group

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  • Home

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    • Our Mission Statement
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  • Associates

    • Charles Hoyt A. "Alex" Altizer, RICP®
    • James Blassingham, III, CLU, AIF, CPFA
    • Richard “Dickie” Weart
    • Dan McNulty, AIF
    • Monika Battista, MBA
    • Tasha Coconis, JD
    • James "Jay" Denny, III CLU, ChFC
    • Matthew "Matt" McKenna
    • Stephen Powell, ChFC, RFC
    • John Cavanagh

  • Calculators

    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Cost of Retirement
    • Retirement Portfolio Lifespan
    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Cash Flow Analysis
    • Lifetime Earnings
    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance

  • Flipbooks

    • Financial Management Insight: Strategies to Help Build Your Future
    • Understanding Social Security and Medicare: America’s Retirement Safety Net
    • Higher Education: College Saving and Funding Strategies
    • Investing Basics: Embark on Your Wealth-Building Journey
    • Time to Get Tax-Savvy: Managing Your Tax Burden
    • Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
    • Wealth Preservation: Planning to Leave a Legacy
    • Financial Protection: Using Insurance to Help Manage Life’s Risks

  • Videos

    • The Latte Habit
    • Do You Know Who Your Beneficiaries Are?

  • Quote Requests

    • 401K Information Request

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

Charles 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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