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Capital Financial Partners is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Employment Benefits

  • Major Medical**
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration
  • Personal Strategies
  • Life and Disability Income Protection
  • Retirement Income Planning
  • Long Term Care Insurance
  • Money Management[*]
  • Wealth Accumulation
  • Wealth Distribution
  • Estate Planning

**Not underwritten by The Guardian Life Insurance Company of America.

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Personal Training
  • Split Dollar Arrangements

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

[*]Investment advisory services offered through Park Avenue Securities.

A Glossary located on the Resources page is available to explain key terms. Should you have any questions, please call us at 682-233-7770. We are happy to help find you the solution you need.