Message from John...
"If you want to go fast, go alone; if you want to go far, go together."
I have personally experienced thousands of client appointments since I entered the financial services business right out of college in 1986. My interactions with clients represent a diverse cross section of all socio-economic levels and all market & economic conditions as well.
My experiences and education have led me to believe that from a financial point of view our most important financial goal should be building our retirement assets because it is basically one of the only goals you can have in life that you can’t accomplish by taking out a loan.
Because of these rich and sobering experiences I can easily identify why I do what I do as a CERTIFIED FINANCIAL PLANNER™ Professional in this wonderful and challenging industry. I understand that the what and how I do what I do are similar throughout the industry, but that’s not what gets me out of bed in the morning. Why I do what I do is the real motivating factor for success in my life and my business, and I believe that most families, retirees, business owners and foundations can relate…
WHY I DO WHAT I DO:
I am a competitor and there is a score kept.
The challenges as a professional are both intellectually and emotionally stimulating.
I get satisfaction from a job well done.
I inspire positive behavior.
I believe I aspire towards a noble cause and purpose.
I share a mutual fondness and respect with those who surround me.
I believe that success is results-based.
It affords me scheduling flexibility for life’s priorities.
I have genuine concern for the well-being of others.
In closing, it’s hard to imagine a family wanting to go through this economic jungle without the aid of a good financial advisor, accountant and attorney. I would welcome the opportunity to take the necessary steps to earn your trust and confidence in exploring your life’s goals, problems and challenges.
The value Financial Consultants at Capital Point Financial Group can add to yours:
We are experienced at seeing what you can’t see .
We are experienced at giving advice for things that you would never think of asking.
We welcome you to our professional family here at Capital Point Financial Group, LTD.
Please don't keep us a secret...
Registered for Securities in the following states: AZ, CO, FL, GA, IL, NJ, NV, NY, SC, TN, TX, VA, WI
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.