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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
There are four very good reasons to start investing. Do you know what they are?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Gaining a better understanding of municipal bonds makes more sense than ever.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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 growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.