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What does success look like to you?

What is financial planning?
Do I need a financial plan?
How do I choose a planner?
The answers are HERE!

CFP Board’s Consumer Guide to Financial Planning Copyright ©2014, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Living a full life – whatever that looks like to you – depends on having the financial resources behind you to create the kind of life you want to live. It takes planning, focus, determination and periodic assessment and adjustment. You need to take stock of your resources, understand your values, set goals and priorities, and then follow through.

It’s not always easy to stay on track, especially when life is unpredictable! Set yourself up for success…partner with a professional committed to helping you get on track and stay on track…through the many transitions that life will bring.

The professionals at Capital Financial Consultants Group, Inc. have the experience and expertise to support you…and want to be your partner for success!

For a complimentary consultation, contact us today.

Orange County Office

31461 Rancho Viejo Rd. Suite #104
San Juan Capistrano, CA 92675

Phone: 949-248-8800
Fax: 949-248-2875

Inland Northwest Office

123 S. Third Avenue Suite #7
Sandpoint, Idaho 83864

Phone: 208-255-2766
Fax: 877-349-0174
 

Check the background of this Firm on:
FINRA's BrokerCheck

Capital Financial Consultants Group Inc BBB Business Review

 

Advisory services offered through Capital Financial Consultants Group, Inc., a registered investment advisor. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Capital Financial Consultants Group, Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, KY, MI, MT, NC, NM, NV, NY, OH, OK, OR, TX, VA, WA, WI.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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