Capitol Financial Group, Inc.
Mission and Organization
   Mission Statement
   Philosophy and Experience
   What sets us apart?
   Specific Areas of Expertise
   Our Process
   Client Management Process
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Mission and Organization

Our Specific Areas of Expertise


  • Estate Transfer Analysis
  • Estate Liquidity Analysis
  • Generation Skipping Transfer Analysis
  • Private Foundations
  • Dynasty Trusts
  • Trust Owned Insurance (TOLI)
  • Qualified Personal Residence Trust
  • Family Limited Partnerships
  • Grantor Retained Annuity Trusts
  • Family Limited Partnership Insurance
  • Grantor Retained Income Trusts
  • Pooled Income Trusts
  • Endowment Planning
  • Survivorship Insurance
  • Private Split Dollar Plans
  • Charitable Lead Trusts
  • Wealth Replacement Trusts
  • Charitable Remainder Trusts
  • Conservation Easements
  • Charitable Giving Analysis
  • Offshore Protection Trusts
  • Split Dollar Plans
  • Private Placement Insurance
  • Partnership Freezing Techniques
  • SERP Split Dollar Swaps
  • Future Incentive Trusts

Copyright 2001, Capitol Financial Group, Inc. | All Rights Reserved | Contact Us

photo: clients shaking hands
"Given the opportunity to know you and your situation, Randal can apply his knowledge and explain the most efficient way to reach financial security for you and your family. He has helped me and I recommend Randal and CFG’s services to you based on my experience."

Tim Lyddane,
Imperial Produce Company, Inc.
Executive Compensation Business Succession Risk Management Wealth Transfer