"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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Second marriages are a trigger event to revisit any existing estate strategies.
A look inside the U.S. government's statistics on household net worth.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
A special needs trust helps care for a special needs child when you’re gone.
Do you know how to set up your financial goals for success? This knight does.