"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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Apps that help small business owners better manage and grow their business.
How literate are you when it comes to your finances? Brush up with these five basics.
When considering life insurance, it's important to understand your options.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding the economy's cycles can help put current business conditions in better perspective.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
Women must be ready to spend, on average, more years in retirement than men.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.