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.

Legal pages

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
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Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.