Capitol Financial Group, Inc.
 
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Mission and Organization
What Sets Us Apart?
FINANCIAL MODELING

Plan options are presented in multiple formats from written and visual summaries to minutely detailed and comprehensive financial analysis. We use state-of-the-art, proprietary software and analytical tools that enable us to identify, analyze and provide solutions to the complex financial needs of our clients.

DUE DILIGENCE

We provide our clients and their advisors with technical knowledge and expertise. We have extensive experience in providing insurance carrier due diligence. We test and compare product criteria, evaluate existing insurance and monitor product stability in different interest rate, and economical environments. Because of our independence and our strong long standing relationships, we seek out only the top rated insurance carriers and diversify between the strongest companies, thus giving us a competitive edge over other firms and agents. Most importantly, we have experience underwriting large insurance amounts required by our clients. Our process has enabled our clients to secure coverage for considerably less cost per unit of death benefit. This savings, transforms into better performing insurance contracts over the long-term.

UNCOMMON RESOURCES

Our firm offers a wide range of resources to meet our clients current needs and provide on-going management of the programs implemented. We have established significant nationwide relationships with investment bankers, mergers & acquisition services, investment, and tax experts, who are dedicated in serving, select companies and affluent individuals. As a result, we have access to extensive research, and unique financial products, designed specifically to deliver the results required by our clients.

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