YOUR PARTNER IN FINANCIAL SECURITY

Creative Solutions. Long-Term Relationships. Strategic Planning.

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We believe long-term relationships lead to
long-term success.

At Capital Financial Advisors we believe the key to a successful financial plan lies in truly understanding our clients. That means more than numbers on a page, it means knowing your goals, your challenges, and your vision for the future.

Through personalized planning and long-term relationships, we help individuals and businesses make confident, informed financial decisions.

Whether you're planning for your future or strengthening benefits for your team, we’re here to help you navigate each step of the journey with confidence.

WHO WE SERVE

Individuals & Families

Personalized planning that evolves
with your life.

Our expertise and carefully crafted programs help bring financial confidence and long-term security to individuals and families.

We help individuals and families protect what matters most with:

  • Retirement and Investment Guidance

  • Legacy and Income Protection Planning

  • Ongoing Financial Planning

Our job is to help you navigate through the sea of financial complexity and clarify any questions or concerns you may have along the way.

Employers & Business Owners

Benefit programs that support your people and your growth.

Capital Financial Advisors works as an extension of your human resources team to help design and manage group benefit programs. We serve as a liaison between you and your carriers or vendors, with solutions that serve both your company and your employees.

We assist in attracting and retaining top talent through:

  • Retirement Plan including 401k, SEP and SIMPLE IRA

  • Executive Carve-Out Programs

  • Deferred Compensation Plans

  • Defined Benefits Plans

  • Group Benefit Design and Implementation

  • Communication and Support for Employees

We pride ourselves on communication with clients and on tailoring solutions to meet the demands of a changing landscape. Strategic benefit design can give your business a true competitive advantage in recruitment and retention.

Our Process

Simple steps, long-term impact.

Because we value long-term relationships, we will be there to help ensure that our clients stay on target to meet their objectives.

Why Capital Financial Advisors?

At Capital Financial Advisors, we offer guidance, clarity, and dependable support, whether you're a business navigating employee benefits or an individual planning for your financial future.

Our clients benefit from:

  • Personalized service from experienced advisors

  • Creative and strategic benefit plan design

  • Direct employee access and education tools

  • Strong relationships with major investment companies and money managers

  • A client-first approach to service, communication, and long-term success

For Employers and Business Owners, our support is consistent, with daily communication when needed and scheduled touch points to:

  • Analyze plan data and claims trends

  • Review cost-saving strategies and renewal projections

  • Stay ahead of legislative and regulatory changes

  • Evaluate employee contribution levels

For Individuals and Families, we provide tailored financial guidance that evolves with your goals, whether you’re planning for retirement, managing investments, or preparing for life’s next chapter.

We specialize in presenting complex financial and benefits information clearly, whether to your leadership team, employees, or family members, so everyone understands the value and feels confident in their decisions.