Business and Personal Financial Planning
Where do you go for sound, consistent and unbiased financial advice? The Internet and financial media can provide helpful information, but they cannot take the place of an experienced financial advisor who is familiar with your particular situation.
Unlike many commercial insurance companies, The Capital Group offers a one-stop comprehensive financial planning approach for clients who wish to crystallize their goals while limiting the number of brokers, advisors and accountants involved.
Our expertise in strategic planning in the pension and investment marketplace has served our clients well. However, we also excel in personal financial planning for both executives and employees. Increasingly, clients who entrust us to maximize their pension plans, 401(k)s and other traditional business arrangements are taking advantage of our personal planning expertise and enjoying added convenience and results!
Our fee-based programs provide unbiased advice from professionals who care about you and your continued success. Our menu of services is abundant and available to you in any capacity you choose.
- Retirement Planning
- Education Planning
- Estate Planning
- Investment Planning
- Personal Independent Investment Advisory and Wealth Management Services
- Portfolio Management
INVESTMENT ADVISORY SERVICES*
Our fee-based "assets under management" approach allow us to ensure that our interests are always aligned with yours to protect and grow your investments.
We offer investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds). All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.
You tell us about your financial goals and circumstances, and we will make sound recommendations. Ultimately, the decision is yours. Our role is to make sure you are making fact-based decisions and pursuing an approach that can help grow your wealth.
* The Capital Group Advisers offer investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser.
For more information, please contact us or visit The Capital Executive Services Group.