If you want to go fast, go alone; if you want to go far, go together. - Old African Proverb
Message from John:
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 and 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 the reason I get 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:
- 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.
We welcome you to our professional family here at Capital Point Financial Group, LTD.
Registered for Securities in the following states: AZ, CO, FL, GA, IL, NJ, NV, NY, SC, TN, TX, VA, WI
The value that Capital Point Financial Group, LTD., can add to yours:
We are experienced at seeing what you cannot see.
We are experienced at giving advice for things that you would never think of asking.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Five creative (and inexpensive) ideas for motivating your employees.
How to help determine life insurance needs to provide for your family after you pass away.
A quick look at how federal income taxes work.
Good employee health can be great for the company’s bottom line.
One way to find money is to examine your current spending habits and eliminate money wasters.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.