Capitol Financial Group, Inc.
Mission and Organization
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    Executive Compensation
    Business Succession
    Wealth Transfer
    Risk Management
    Insurance Company Due Care
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Areas of Consultation
Wealth Transfer Planning
Most shareholders of privately held companies and wealthy individuals don’t take advantage of options available to reduce their taxable estates- options that are lost as times goes by. As a result their estates often end up being taxed at 55% - diminishing the assets that are passed on to beneficiaries and heirs.

CFG is sensitive to the delicate issues involved with transferring wealth. We understand the importance of controlling and passing wealth. And we know hot to help preserve such wealth for the benefit of generations of family members and designated charities.

See what our wide-ranging services include >>   

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photo: clients shaking hands
"The Capitol Financial Group is knowledgeable, trustworthy and extremely easy to communicate with. I found them to always have our best interest in mind. They were very thorough, accurate and creative when designing both our company’s benefit packages and executive wealth transfer planning arrangements."

Bob Shaw, President
Allied Plywood Corporation, Inc.
Executive Compensation Business Succession Risk Management Wealth Transfer