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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
One of the most common questions people ask about Social Security is when they should start taking benefits.
When considering life insurance, it's important to understand your options.
Six overlooked tax deductions to help manage your tax bill.
Ascertaining the value of your business is important for a variety of reasons.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.