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.