We Are…

a multi-disciplinary, holistic financial planning firm with core beliefs in fee-based financial planning, maximum protection, a foundation in permanent insurance and fee-based asset management.


We Believe…

in faithfulness. Wisdom. Gratitude. Diligence. Personal responsibility. Humility.

Find An Advisor

Let us help you find the perfect financial advisor by using our proprietary Advisor Locator Tool©. Utilizing your location and special interests, it will match you up with custom-fit advisors.

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We Provide…

holistic financial planning counsel and access to investments, permanent life insurance, income protection and retirement plans.


We Promise…

to foster strong, long-term relationships with our clients. We believe this is best accomplished through client-centric advisors with the expertise and character traits that these treasured relationships deserve.

It's a formula that enables us to deliver… A comfortable process – with a peaceful result.

CFG News

BAPS Charities receives $10,000 MassMutual Foundation Grant
Madison, MS, July 24, 2019 – BAPS Charities has received a $10,000 grant from the MassMutual Foundation as part of a national Community Service Award (CSA) program. (BAPS Charities is one of thi … Read More
12 Questions with Nate Altman, Our Newest Financial Services Representative
We are pleased to announce that Nate Altman has joined our group of Financial Services Professionals in our Brentwood office! Nate brings a wealth of experience and insight to this role and with … Read More
Capital Financial Group named one of The Tennessean's Top Workplaces for 2019
Capital Financial Group was honored with the award of one of the Top Workplaces in Nashville at a luncheon and ceremony on Thursday June 20th, at the Omni and with an article that ran on June 23rd, 20 … Read More

We Seek

…experienced financial advisors who believe that integrity, honesty and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice at a firm with these same core beliefs.

Schedule an appointment with our President/CEO

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