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Capital Financial Planning

We are able to offer “hybrid RIA” services, which provide our clients with greater flexibility. We offer customized investment advice, financial plans, wealth management, and investment advisory services through Capital Financial Planning, our Registered Investment Adviser firm.

We made this decision to establish our own Registered Investment Adviser firm in 2016 so that we could have greater transparency with our clients and sit on the same side of the table with them, helping to avoid conflicts of interest from proprietary product sales.