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Building and Protecting your Financial Foundation

Financial management is a life-long process. CFR Capital Group offers the expertise and services you need to build and protect your financial foundation through every stage of life.

CFR's team of experts offers a wide variety of financial products and services under one roof. Through our annual comprehensive financial review, we'll help identify new opportunities to build and protect your wealth. We'll help you adapt to changes in markets and changes in your life. We'll be here, looking out for you.

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Income Protection

  • Review Future Income Sources and Time-Lines
  • Discuss Needs and Wants in Retirement
  • Develop a Written Income Plan
  • Retirement Asset Analysis
  • Build Tailored Portfolio

Asset Management

  • Risk Profile
  • Build Tailored Portfolio
  • Strategy Adjustment

Life and Long-Term Care (LTC) Planning

  • Analyze Needs for Future Healthcare
  • Develop a Time-Line to Address Needs
  • Monitor and Adjust Accordingly
  • Build Tailored Blueprint

Tax Planning Strategies

  • Decrease Tax Exposure
  • Charitable Gifting
  • Tax Free Income Planning
  • On-Going Review and Adjustment
  • Review Tax Returns

Legacy Planning

  • Review Current Structure
  • Wills and Trusts
  • P.O.A. and M.P.O.A. Structures
  • Next Gen/Heir Planning
  • Charitable Planning
  • Gifting Strategies
  • Develop Overall Plan
  • On-Going Review and Adjustment

Social Security Maximization

  • Review Current Structure
  • Discuss Concerns and Goals
  • Develop a Plan