Services
At Capital Financial Group, we offer a wide range of financial insurance and investment services, including comprehensive financial planning, delivered by knowledgeable experts who design customized solutions to meet your unique needs.
As you browse our service menu, click on the links to test-drive our innovative decision tools.
Investment Strategies
- Access to Professional Money Management
- College Savings Strategies
- Securities Brokerage Service
- Investment Advisory Services*
Alternative Investment Strategies
- Direct Participation Programs
- Real Estate Strategies
- Tax Reduction Strategies
Retirement & Distribution Planning
- Income Planning
- Retirement Distribution Planning
- Pre/Post Retirement planning
- Pension/Profit Sharing Plans
- 401(k) Plans/Individual 401(k)
- IRA Plans
- Annuities/TSAs
- SEP/IRAs
Wealth Management Solutions
- Wealth Management Tools
- Asset Allocation Analysis
- Document Review
- Pre/Post Retirement Analysis
- Simple or Comprehensive Fee-Based Financial Planning
Risk Management
- Life Insurance Strategies
- Disability Income Insurance Strategies
- Long-Term Care Insurance Strategies
- Estate Distribution Strategies
Tax Minimization Strategies
- Qualified Plans
- Non-Qualified Plans
- Tax-Sheltered Annuities
- Charitable Trusts
- Roth IRAs
- Estate Tax Planning*
Business Planning
- Buy/Sell Strategies
- Key Person Benefits
- Business Succession Planning
- Deferred Compensation Planning
- Estate Planning*
Employee Benefits
The following is not provided by MML Investors Services, Inc. and MassMutual
- Group Health Insurance
- Individual Health Insurance
- Group Life and Disability Income Insurance
- Group Dental and Vision
- Voluntary Benefits
- Section 125 Plans
- HSA Accounts
Capital Benefits Group is not affiliated with MassMutual and MML Investors Services, Inc.
Securities, Investment Advisory and Financial Planning Services are offered by duly authorized registered representatives of MML Investors Services, Inc., Member SIPC. Supervisory Office: 8 Cadillac Drive, Suite 150, Brentwood, TN 37027, (615) 309-6300.
*Estate planning services are provided in conjunction with your estate planning attorney, tax attorney and/or CPA. Consult them for specific legal/tax advice.