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

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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