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

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →