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

Taxable Equivalent Yield

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

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

More Calculators →

Newsletters

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →