At Capital Advisory Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Are you missing critical facts about retirement? Take the quiz below to see if you may have made financial decisions without a critical fact or discussion; or even possibly based on opinions, a myth, or misconception.
Because many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Are you missing critical facts about retirement? Take the quiz below to see if you may have made financial decisions without a critical fact or discussion; or even possibly based on opinions, a myth, or misconception.
Services
The Lord God is the center of our business. Through this belief we strive to make a difference in our clients' lives by being more and doing more than financial planning. Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability.
Through our commitment to integrity, professionalism, and excellence in client service, we provide financial solutions with the goal of helping transform the financial lives of our clients. We develop life-long relationships with clients who have investable assets, are in alignment with morals and values, and seek our help in assuring they will not outlive their assets.
Discovery: We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. Strategy: The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
Our first priority is helping you take care of yourself and your family. With that in mind, we have partnered with two firms just as dedicated to helping our clients. Alecia holds a Certification in Long Term Care. Through Capital Advisory Group's partnership with Financial Independence Group, Alecia serves as a Long Term Care Research and Design Specialist.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (2)
Ruby McIlvaine
Jun 30, 2021
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Critical: Quality
Worst mistake I have made. He sold all my investments and put me in a higher tax bracket, Had to pay more state and federal taxes than I have ever had to pay by a lot! This caused my SS to decrease and medicare payments to increase. Not to mention invested my IRA in an account that matured when I would be 90. Do not recommend.
Worst mistake I have made. He sold all my investments and put me in a higher tax bracket, Had to pay more state and federal taxes than I have ever had to pay by a lot! This caused my SS to decrease and medicare payments to increase. Not to mention invested my IRA in an account that matured when I would be 90. Do not recommend.
Holly
Jun 24, 2020
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We started using Capital Advisory Group when we moved to NC in 2011. Everything was good until we had our daughter in 2016. We have since moved to a new city in NC and after having our taxes done by another company it was brought to our attention that we were not given the entire Child Tax Credit. After going through my tax records from 2016 & 2017 it shows they never put in for a CTC in 2016 and only a portion of it in 2017. If you use Capital Advisory Group and have dependents look over your past tax forms to see if you can amend for some missing cash as well. Unfortunately, we may not even be
