Capital Financial Resources

 

 Welcome to Capital Financial Resources 

At Capital Financial Resources, we work on behalf of families and businesses to help them meet their financial goals.  Our financial professionals are knowledgable and experienced in the finanical services 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? 
     

1221 S. Mopac Expressway

Suite 160-A

Austin, TX  78746

Tel: 512-452-1662

Fax: 512-220-4877

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

More Newsletters →