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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

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

More Calculators →

Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

More Newsletters →