Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your investment decisions. There is no charge to meet with us and discuss our services and how those services might benefit you.

After we develop an understanding of your current financial situation, we will recommend appropriate strategies designed to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services available through the advisors at Cape Financial Group:

Investment Planning

•We offer our clients a choice of investment strategies based on their specific investment needs.

•Managed account programs offer investors the benefit of working with some of the industries most experienced and respected portfolio managers. On a fee basis, you have access to portfolio managers who may suit your individual investment technique and objectives. You also receive investment strategy planning, quarterly performance reporting, and ongoing consultation.

• We offer individual investment accounts where we work together to select investments for your portfolio. We meet on an annual basis with you to review the investments within the portfolio.

Education Planning

•Investment and accumulation strategies to help you pay for your children's education.

Estate Planning Issues

•Preserving your estate for your intended heirs.

•Facilitating beneficiary designations.

•Reducing exposure to estate taxes and probate costs.

•Coordinating with your tax and legal advisors.

Retirement Planning

•Helping you plan for your future retirement.

•Helping plan your current retirement income.

Risk Management

•Reviewing existing insurance policies.

•Recommending policy changes when appropriate.

•Working with numerous insurance carriers in order to help find the best policy for your requests.