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Capital Financial Promise

  • To maximize your tax savings and reduce your risk without any additional out of pocket outlay

Capital Financial Difference

  • We use a Coaching approach to help ensure your future success

Why Capital Financial?

  • Hundreds of clients trust us to manage their financial lives

Retirement Planning

Early planning for your retirement is key to success. At Capital Financial Partners, we can help get you on the right track

Insurance Services

Whether you need health, life, disability, or LTC insurance, Capital Financial can help with all of your insurance needs

Worry-Free Retirement

You deserve a worry free retirement. Working with Capital Financial Partners is key to your financial success in retirement

Trusts and Estates

We can help get you organized to reduce your estate taxes so you can leave more for your loved ones

Welcome to Capital Financial Partners!

At Capital Financial Partners, we understand that financial assets aren’t just numbers on paper – they allow you to feel secure, to handle a family emergency, to send a child to college, or to retire in comfort.

We work with our clients to ensure that all their needs – current and future – are taken into account. Because we look at all the possibilities before making any recommendations, we can identify the most cost-effective approach to building wealth and security.

Learn more about our services for:

  • Financial Services for Business Owners

    For Business Owners

    Financial services for Business Owners

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  • Financial Services for Federal Employees

    For Federal Employees

    Financial services for Federal Employees

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  • Financial Services for Individuals and Families

    For Individuals and Families

    Financial services for Individuals and Families

    Learn more...