Strategies
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.