Keys To Capital Point Financial Group's Success
Our mission at Capital Point Financial Group seeks to deliver the highest quality of service to protect and preserve wealth while also growing and creating wealth. We do this through our values, our people, our processes and our experiences.
At Capital Point Financial Group, we strive to be a professional and successful financial advisory firm as measured by employee and client satisfaction. We do this by compassionately helping others secure their goals and dreams so peace of mind and security are achieved.
The process of managing money including investments, cash flow and taxes.
Pursuing your life goals through the proper management of your finances including retirement, education, insurance, tax, capital purchases, estate and cash flow planning.
Includes all of the above with added emphasis on tax planning strategies, estate and legacy planning, charitable giving and business planning.
Words that Best Describe the Firm
Driven, Client Centric, Teamwork, Independent, High Quality, Systems Based, Accountable, Approachable, Stewardship, Disciplined
We are a planning and investment management organization with a response bias tilted to a yes and its orientation towards taking action. We do this by helping families achieve their personal financial goals for their lifetime and eventual legacy. Lastly, what we do manifests into a collaborative relational culture for both our employees and clients as the experience leads to stability and security.
A committed team of professionals supporting our clients’ wealth models and plans
Twenty-seven years of financial services industry experience
Advanced degree and certificates including Certified Financial Planner, Certified Public Accountant and Juris Doctor.
Creative problem solving
Ease of doing business
Work smart and hard work ethic
We seek to provide exceptional service that is accurate, swift and knowledgeable
All problems and mistakes are acknowledged immediately
It is our priority to provide a personal touch
We make sure to be readily available to our clients
Our business is run tightly and efficiently
Your goals are part of our goals
We work with families to help them build and preserve wealth and money for retirement lifestyles
We take action to achieve results
We search for a better way, every day, to build ourselves, our value and our systems
Differences are respected and welcomed
Planning & Living for Life & Legacy
Retirement & Investment Planning