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Services for Individuals and Families PDF Print E-mail

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 develop a financial model that takes all their needs – current and future – 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.

Types of Services:

We offer advice and service that includes a wide variety of financial approaches, strategies, and instruments, such as:

  • Traditional/Roth IRA's
  • Wills
  • Trusts, including revocable living trusts
  • Annuities
  • Retirement planning
  • Insurance services
  • College savings plans
  • Real Estate asset management
  • Gifts within the family
  • Family partnerships
  • Charitable donations


Begin your planning by contacting Capital Financial Partners today.