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1680 Fruitville Road, Suite 202
Sarasota, FL 34236

Don Furlong, CLU®, CFP®

(941) 893-1777

 
Estate Management 101 What Can a Million Dollars Buy You?

"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.


Don

Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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