Capital Financial Consultants Group
Financial Planning & Investments
Capital Financial Consultants Group, based in Poway with offices in Orange County, serves families and businesses by addressing your financial planning, investment, and insurance needs. I answer the two fundamental questions everyone has about their financial future: ''Will I make it?''(to/through retirement) and, Do I have any blind spots that can do me, my family or my business harm? Let me look at your world through my financial eyes and answer these important questions.
My value proposition is: Spend 90 minutes in my office. Whether or not we decide to work together, you will leave with action items that will forever change the way you prepare for retirement.