"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.
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This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
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This calculator helps estimate your federal estate tax liability.
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There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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