For Individuals
The Capital Advisory Group Advisory Services Approach
Our goal is to help avoid expensive financial lessons and become your “personalized Chief Financial Officer.”
The philosophy we have is to take three decades of client and personal financial experiences and to apply workable solutions to help better manage your financial needs. We are an independent group with no proprietary investment products or sales quotas.
When providing advisory services, such as financial planning and asset management, we work on a fee basis. We have found that just commission-based asset management can be an obstacle which may not always work in your best interests.
Our approach rewards us over time, where we have to earn our relationships every day. Our fees vary depending on portfolio size, type of assets, and asset management style. Because our fee-based compensation increases only if portfolios grow, our interests are aligned with yours.
BECOMING A GREAT SAVER
We help clients create wealth by analyzing income; cash flow and taxes with the goal of each becoming great savers. We scrutinize what can possibly derail the plan.
GROW YOURSELF INTO AN INVESTOR
Finally, we help clients grow into investors with realistic expectations, strategies to reduce the impact of market downturns, and plans to manage their future income and asset objectives.
WEALTH ACCUMULATION MANAGEMENT AND GUIDANCE
The Capital Advisory Group guides wealth accumulation and management. We work with executives, retirees, and business owners with financial planning, asset management, tax guidance, risk mitigation, and estate planning.
WORK WITH OUR TEAM
The Capital Advisory Group can refer you to qualified accountants, business consultants, attorneys, insurance specialists as needed*.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services. These entities and their services are not affiliated with LPL Financial and Capital Advisory Group.
Valued.
Our aim is to become your trusted advisor in all that we do.
Accessible.
Clients have our cell phone numbers and know that they can reach us when THEY need help: not only when it is convenient for our team.
Genuine.
Our team loves what they do and they genuinely care about our clients’ problems, fears, setbacks, and successes.
Competent.
We are consistently working to better our skills and knowledge. We work under the belief that 30 years of learning from clients’ setbacks and successes can create solutions for our clients in the future.
Caring.
We enjoy getting to know our clients on a personal level. The Capital Advisory Group team treats clients as family—knowing their families, passions, successes, and failures. We support clients when they need it most, feeling their pain and seeking ways to help.