Our Mission

Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

Our Focus

Capital Strategies Group is a full-service financial advisory that is driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. How can we help you secure your financial future?

 


Meet Our Team


 

Our Services

 

Financial Planning

We will give you the guidance to save for retirement, generate retirement income, minimize your tax burden, determine proper insurance coverage, help you develop strategies to manage your financial future and offer personalized programs to help you achieve your unique goals.

 

Lifetime Income

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.

 

Retirement Planning

The earlier and more carefully you plan, the more likely you are to realize your vision of the future and enjoy yourself when retirement actually comes. We can guide you step-by-step through the retirement planning process and help you create a plan that meets your unique goals and objectives.

 

IRA Solutions

We have a broad portfolio of IRA/RMD solutions that can give you the freedom to withdraw your RMD each year and still be guaranteed to leave at least 100% of the original premium as a death benefit through the age of 88, regardless of market conditions.

 

Wealth Transfer

There are few things more important to successfully transferring wealth than solid financial planning. With so much focus on building an effective retirement plan, creating an equally effective plan for transferring hard-earned assets can unfortunately be an afterthought.

 

Life Insurance

Many people think of life insurance as simply providing a death benefit to loved ones. Few realize that life insurance has evolved over the last few decades to become one of the most effective tools available for retirement planning.

Whether you’re a business owner, physician, or any professional, people are discovering the advantages of structuring life insurance to provide tax-free income. This is a game changer in modern retirement planning.

Not only does life insurance provide significant tax savings, it can also offer long-term-care coverage, which can be a debilitating expense for many in retirement.

In summary, life insurance can be the solution for:

  • Lifetime tax-free income
  • Long-term-care coverage
  • Helping with final expenses
  • Seamless inheritance for your heirs
  • Helping to pay federal, state, inheritance and estate taxes
  • Making charitable contributions