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. 

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

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

More Newsletters →