About Capital Financial Group
What Do We Do?

 

We are an independent financial service company focused on the responsibility of helping our clients to achieve their financial goals.  We listen very carefully to what you want in order to identify your specific needs and wishes.  Then we give you our recommendations that will allow you the opportunity to achieve the financial goals that you desire. 

We are a Registered Investment Advisory firm and are available to offer you the following services:

          A one time only consultation.
          A complete financial review & evaluation.
          A comprehensive financial or estate plan.
          Professional management of your portfolio.
          Insurance solutions.

Because financial planning is a complicated and involved process, we also offer you the ability to handle your insurance needs through us as well.  As an independent organization, we have both the expertise and capability of shopping the market for you in order to secure the best suited programs for your individual needs.  This is an important process because of the many variables that are involved in selecting the right plan for you and your family.

Investment Management and the Financial Planning Process are very complicated and if it is to be done properly it needs to involve the right professionals.  There are many pieces to the puzzle to be fitted properly to make a solid plan work.

  Step One:  Choose your team.  Who will draw up the plan?
     Who is your Accountant?  Will you need an attorney?

  Step Two:  Gather the Information.  This is vital in first
     determining where you are today, what your plans are,
     and what retirement dreams you have.

  Step Three:  Analyze all the data to determine
      what type of an investor you are, what your risk
      tolerance is, and how you want your money to be used
      in the future.

  Step Four:  Make our recommendations as to
      which current investments need to be changed, which
      ones can stay where they are, and what tax ramifications
      are involved with all the decisions.

  Step Five:  Decide what you're going to do and implement the plan so that
     you can be on your way to your personal goal.

 

With a proper Financial Plan, you will find certain things to be true:

 

  You will be invested according to YOUR risk tolerance towards investments, not

      anyone else's.

 

  You will not overlap insurance coverage's because we carefully delegate monies toward

      a designated purpose, one that you decide.

 

You will eliminate unnecessary taxes, because your investments are carefully chosen.

        •  They are diversified.

        •  They use the current tax laws to reduce liability.

        •  They are established to avoid probate if possible.

 

  You will monitor and revise the plan at planned intervals so that your plan stays on

      track so you can reach your goals.

 

  The plan needs to be flexible. No one knows what life has in store for us, and we need

      to be ready to change things if necessary.

 

  With careful and prudent planning, all the pieces will fit together just right.

 

 

It’s Not That We Plan To FAIL;

 

                                                   We Just Fail To PLAN

 

     Capital Financial Group
    231 Springside Drive Suite 155
         Akron, OH 44333
       330-668-6991 or 800-630-6991