Capitol Financial Group, Inc.
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Mission and Organization
Our Process

During the discovery phase, the focus is on ascertaining the client's unique needs. Since there is no "cookie cutter" approach that can be successfully used to address the wide range of goals that our clients have, careful discussions have to be held with each client to identify their objectives, wishes and desires. The discovery phase also enables CFG to evaluate the clients existing planning and to address potential concerns that the client should be made aware of.


The design phase encompasses the practical nuts and bolts assembly of financial models, quantifies concerns and liabilities, assesses existing planning and programs and addresses accounting and tax issues as they relate to the proposed initiatives and strategies. It is our goal to "get it right" with the initial set of financial models and analyses, though of course we will work closely with your tax and legal advisors as long as it takes to get the job done.


Once the design phase is completed, we begin the implementation phase. This phase entails product due diligence, final underwriting of insurance products, plan documentation and provisions, and final plan review. Meetings are conducted with both the clients tax advisor and legal counsel, to ensure that everyone's best thinking and input has been heard.


We provide on-going legendary service for our clients programs. Our service involves tracking liabilities, monitoring insurance products, preparing annual reviews, evaluating changes in the original plan assumptions and keeping our clients abreast of the ever changing tax, legal and financial environments.

** A broker/dealer, its agents or investment advisors (IA), do not give legal advice or draw up legal documents. Consult with your tax advisors and/or your attorney for specific strategies realting to tax or legal advice. 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.
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