Our Services

Capital Choice Financial Group offers independent financial analysis and advice in the following key areas: investments, risk management, college funding, retirement planning, and estate conservation.
Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • How can I save for college?
  • How can I reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have enough life insurance?

Most Consumers should map their financial future in three simple steps:

1. Protect or replace your future income

2. Accumulate assets by saving more of your income

3. Protect your assets once you have accumulated significant savings