For all of our clients, our team of retirement advisors offer a comprehensive approach to financial planning, focusing on strategies to help you generate adequate retirement income and make that retirement income last throughout your lifetime. Our clients have typically saved $100,000 or more for retirement.

For our investment services clients, we provide a structured system of wealth management by our team of retirement advisors through investment, financial, retirement, estate and tax planning customized to meet their individual financial needs. Most investment clients have $500,000 or more in investable assets.

Our mission
To deliver to those who are thoughtfully preparing for or are already in their retirement, the gift of financial clarity for themselves and their family. We do this by working with our clients to help them determine their financial goals and then tailoring a custom portfolio which is engineered specifically for them.

Since we have gained the respect of our clients and many others, we take our job very seriously. This is one reason why we are so committed to doing everything we can to stay in front of our competition by continuing to be familiar with the newest investment structures in the industry.

Source: www.capitalfinancialusa.com