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Our mission is to provide leading edge solutions for affluent individuals and their families, privately held companies and family offices, in the design and implementation of long-term strategies that create, protect and preserve capital.
We believe this mission can be accomplished through a steadfast commitment to our clients and their advisors, strategic partners, associates, our industry and society.
For over a decade, the principals, staff and associates have been providing creative and comprehensive wealth transfer strategies, business succession, executive benefit, and risk management arrangements for clients around the country.
Our firm consists of professionals with backgrounds in executive benefits, business succession and estate and gift tax law.
With over 100 years of combined experience, we take pride in the fact, that through our interdisciplinary approach, based on growing, protecting and preserving our clients capital, we have created nearly 1 billion dollars of current and future wealth for our clients and their families. |
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Copyright 2001, Capitol Financial Group, Inc. | All Rights Reserved | Contact Us
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"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 CFGs services to you based on my experience."
Tim Lyddane,
President
Imperial Produce Company, Inc. |
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