Available Services

 

 

 

 

 

How we work at Capital Financial Resources: The Decision Process

Our job is focused on asking tough questions, designing creative solutions, coordinating planning resources, and managing performance results for our clients. Our work covers three phases.

 

 

1. Development phase

In the Development phase our local and national design teams work together with our clients` decision-making team to gather data, isolate and quantify potential problems, and explore solution options. This effort combines the experienced staff of Capital Financial Resources with a range of financial professionals and product resources as well as Nartonal Financial Partners, Corp's, broad resources, including . . .

  • Plan design specialists
  • Product and product source analysts
  • Legal and accounting specialists
  • Investment analysts and asset managers
  • Corporate and private banking specialists
  • Actuarial experts
  • Trust services providers
  • Insurance product providers

 


2. Implementation phase Once decision consensus has been reached, the plan moves into the Management phase. That is when we acquire the necessary service agreements to monitor the results of the plan and respond to ongoing needs. We want you to feel confident that we can help you with short-term and long-tern financial goals.

 

 

 

Once our development team recommends solution alternatives, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with our clients` legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

 

 

 


3. Management phase

 

 

1600 W 38th St. Ste.407
Austin, TX 78731
Tel: 512-452-1662
Fax: 512-452-7153