DRAFT MODE

Our Process

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The Life Capital Planning Model we use combines life planning and financial planning with strategies to achieve your goals… success on your terms!

Life Planning is the term we use to describe the synchronization of your personal and business priorities and goals, and aligning them with the financial strategies that fit who you are and the life you want to live. When we merge what's important to you with what's important to you financially, life is better! With our Life Capital Planning Model, success on your terms is what we call your Life Capital Return.

Let us help you plan the life of your dreams
...contact us today!

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.

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