Capital Insight Financial Group

Financial ServicesCalifornia, United States2-10 Employees

Capital Insight Financial Group partners with individuals and families who are thinking about retirement, already retired or focused on their career or small business. As Life Planning Strategists we engage in a relationship to help recognize investment opportunities and wealth protection measures to assist our clients in achieving financial freedom.    
As your Life Planning Strategist, our focus is to first understand you, your values and goals.  Then together define a financial plan to address and protect you and your family’s existing needs while complementing future goals in the most financially efficient manner. This plan, crafted specifically for you, will guide us in making the best decisions possible and provide a means to measure our success along the way.  
We follow an established process based on two key aspects of financial security: capital preservation and wealth accumulation. We believe a core tenant of financial security revolves around a plan that is ready to provide income replacement and asset protection if the unthinkable were to happen, while maintaining abilities to capitalize on market trends to grow your assets for the future. 
By working with Capital Insight Financial Group, you will have a Life Planning Strategist who will guide you through the financial phases of life and help create the freedom to be inspired.     

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser.  Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge.

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