Capital Financial

Haynes L. Kendall, Jr., CFP

Welcome to our site!

We are a fee based financial planning firm that offers comprehensive retirement planning and our focus will be to assist you by creating a step-by-step action plan that will help you in bridging the gap between where you are now and where you would like to be in the future regardless of the ups and downs in the stock market, changes in monetary policy, etc.  We understand that your assets of today will provide your financial security for tomorrow and take every precaution available to ensure your assets will be available for you when you need them.

If you would like to set up a meeting with Haynes L. Kendall, Jr. CFP®, please give us a call at (949) 248-8800. At the initial meeting we will complete a financial road map which should give you greater clarity and focus as to where you are now and where you would like to be in the future.

If you are interested in attending one of our workshops on Retirement Planning or Income Tax Reduction please check our calendar and give us a call to make a reservation or go to www.moneytalkradio.com to make a reservation.  

If you are already a client and this is your first visit, we hope you enjoy our site and look forward to your feedback.
Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

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