Modern Professionals

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 nominal monthly fee. During this stage of life, we understand life brings many competing demands on your time and money. You need someone who will help you prioritize your goals and organize your finances. We proactively lead you through our six key planning elements which are, Wealth Accumulation, Cash Flow and Savings, Retirement Planning, Tax Strategy, Estate Planning, and Insurance Planning. Our planning process is designed to bring you complete financial clarity so you can focus on what matters most.

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.