Broker Check

John M. Selzer, Jr., CFP

(847) 635-8435

 

4350 DiPaolo Center
Suite B
Glenview, IL 60025

Keys To Capital Point Financial Group's Success

Firm Mission

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.

Firm Vision

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.

Our Offerings

Investment Management

The process of managing money including investments, cash flow and taxes.

Financial Planning

Pursuing your life goals through the proper management of your finances including retirement, education, insurance, tax, capital purchases, estate and cash flow planning.

Wealth Management

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

Firm Mantra

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.

Key Messages

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