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
Helpful Content
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
View all articles
Doubling Your Money
This calculator demonstrates the power of compound interest.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.