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.
in faithfulness. Wisdom. Gratitude. Diligence. Personal responsibility. Humility.
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holistic financial planning counsel and access to investments, permanent life insurance, income protection and retirement plans.
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.
9 Questions With Blair Bergmann, Our Newest Financial Services RepresentativeWe are pleased to announce that Blair Bergmann has joined our group of Financial Services Professionals in our Oxford office! Blair brings a wealth of experience and insight to this role and with acce Read More
Capital Financial Group Hosts 2nd Annual African American Advisor ForumAn open forum was conducted on Wednesday May 1st at Ridgeway Country Club in Memphis. There were 15 participants from the Memphis, Nashville, Tupelo, Madison and Jackson offices. The event was a place Read More
…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.