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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.

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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.

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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

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It Doesn't Hurt That Much - It's Only Pain(t)ball!!
Greater Memphis Chamber of Commerce put its first annual paintball match on Friday June 15th at Shelby Farms.  Capital Financial Group was a sponsor for the event and also fielded a team of 10 at … Read More
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Lauren Bellflower Named One Of Delta Zeta's 35 Under 35!
In Delta Zeta Sorority’s first ever 35 Under 35 recognition program, our Director of Marketing and Branding, Lauren Bellflower was recognized for her contributions in her fields as well as for h … Read More
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12 Questions With Stephen Traylor
We are proud to announce Stephen Traylor has joined our group of Financial Service Professionals in our Tupelo office! Stephen brings a wealth of experience and insight to this role and with access to … Read More

We Seek…

experienced financial advisors who believe that integrity, honesty and character matter, that providing exemplary service to their clients is paramount, and desire to build a prosperous financial planning practice at a firm with these same core beliefs. If this describes you, we need to talk.

Schedule an appointment with our President/CEO

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