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About Capital Financial Partners PDF Print E-mail

Our Success is your Success

Our Mission

To act as a reliable, cost-effective resource for our clients as they make financial and retirement decisions designed to create and augment assets, and conserve wealth.

Our goal is to establish long-term relationships with our clients. Those relationships are based on performance, which results in trust – the sort of trust that allows our clients to recommend us to others without reservation.

 

What Sets Us Apart

We use a Coaching approach. First, we work with clients to assemble all relevant information through a proven proprietary questionnaire system called LEAP. This involves pre-meeting “homework” on the part of the client, followed by an in-person meeting with one of our financial professionals. All of which is provided at no cost. Once your goals are clear and your resources are defined, we can create a comprehensive proposal aimed at meeting your financial goals.

 

Please note: Capital Financial Partners nor any of its employees act as or are a Registered Investment Adviser. We do not give investment advice outside the practice of insurance, tax planning and retirement income strategies. If you are interested in receiving investment advice please contact our office directly and we can refer you to one of the investment advisers or stockbrokers in our professional network.