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Our Company

Our Company

Founded in 1981, we’ve grown to become a cohesive team of thought-leaders in the financial services industry.

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Our Team

Our Team

We believe every person deserves access to sound, informed financial advice from a fiduciary. With tailored, comprehensive plans thoughtfully developed based on your distinct needs and goals, we are here to help. We feel your plan should encompass several areas of your financial life including investment and risk management, retirement income planning, estate and tax planning, and any other planning needs that arise. 

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CULTIVATED FOR YOU

Focus on What Matters

The best futures are achieved through naturally diverse investments. Organic growth underlies all we do at Capital Financial. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With many years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.


Investing involves risk, including loss of value, and no investing strategy can guarantee a profit.

Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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