High income earners
Comprehensive financial planning on a month-to-month basis
Most financial planning firms only serve clients with assets to manage. At Capital Strategies Group, we deliver comprehensive financial planning for a month-to-month planning fee. We will work with you to provide personalized planning unique to high income earning professionals. This includes tax and investment strategies for employees and executives that are looking for the best way to integrate their salary, bonuses, company stock, and401k benefits into a cohesive financial strategy.