"Our mission at Capital Point Financial Group is to deliver the highest quality of service to protect and preserve wealth while also growing and creating wealth. We do this through our values, our people, our processes and our experiences."
Where do you want to go in life? Do you know how to get there and what it will take to pursue those dreams? That’s what a financial plan will help you do…go from “here to there,” adjusting for all of the stops and detours along the way.
As a financial planner, I help individuals and families develop financial objectives in line with their goals and values, and to pursue those goals by guiding the process of implementing strategies to address their present and future needs.
Many Americans spend more time planning a two week vacation than they do planning their retirement and their financial future. Financial planning is a process of developing a road map, your road map to where you wish to be.
Over 30 years in the field has helped me gain experience in the changing fields of insurance, investments, retirement planning and estate planning. My goal is to help you navigate the ever changing world of financial risk and reward so that you can preserve and grow your assets, and make informed decisions about issues that affect your financial freedom.
I hope you find this website informative and useful. Feel free to contact me if you would like more information about a particular product or service. I look forward to hearing from you and partnering with you on your journey.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tips on insuring your teen driver.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Building wealth requires protection from the forces of wealth destruction.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.