Capital Financial Resources

 

 

Welcome to Capital Financial Resources

 

At Capital Financial Resources, we work on behalf of businesses and families to help them meet their financial goals.

 


 

Our financial professionals are knowledgable, experienced in the finanical industry and can help you get the answers you need.

 


 

Click here to learn more about us.


 

The Decision Process.


 

 


 

As a member of National Financial Partners, Corp., we believe our duty lies in providing access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we can help business and individual clients make the appropriate financial decisions to help them reach thier financial goals. For example,


 

What are the appropriate strategies that help corporations to:


 


  • Prepare for leadership and financial contingencies?
     
  • Balance cost and appreciation of fringe benefits?
     
  • Maximize the value of retirement plan benefits?
     
  • Combat erosion of executive benefits?
     
  • Liquidate corporate owned life insurance policies for

    more than their cash surrender values?
     


 

What are the appropriate strategies that help family businesses to:


 


  • Secure the best future for the companies they have built?
     


 

What are the best strategies that help affluent individuals to:


 


  • Protect financial achievement and obtain long term goals?
     
  • Sell their old life insurance policies instead of surrendering them?
     


 

What are the best strategies that help affluent families to:


 


  • Control the value of their legacy over generations?
     


 

 


 

 


 

1600 W 38th St. Ste.407

Austin, TX 78731

Tel: 512-452-1662

Fax: 512-452-7153


 

 


 

 


 


 

 


 

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

More Newsletters →