How we work with you

How we work with you

Elderly man and woman wearing blue sitting at a table looking at a laptop

Capitol Region Group will partner with you create a comprehensive, customized financial plan that enables you to work toward your goals and dreams. We do this by focusing on the three Es of client value:  

Educate: Keep our clients informed.  

Empower: Compassionately guide our clients.  

Execute: Assist our clients in achieving their goals.  

 

What makes us unique?  

  • We embrace a culture of service excellence through a client-first mentality.  
  • We work as a multi-skilled team of professionals to provide our clients with insightful guidance.  
  • We leverage technology and embrace innovation so we can easily connect with clients virtually or in-person. 

 

Client onboarding process  

Ready to begin optimizing your financial well-being? We follow a three-step process to help ensure your goals and objectives align with those of Capitol Region Group. This alignment helps us maintain your satisfaction and work toward your desired outcomes.  



Financial house 

The Thrivent financial house is a tool Capitol Region Group uses to help guide us through the key areas of your goal prioritization. We will talk through the purpose of each level, along with solutions that support these goals. Ready to begin?  


Schedule a 15-minute phone call 

Your financial questions answered  

 

At every stage of life, you'll have questions about your money and how to make the most of it. Capitol Region Group’s team of professionals is here to help. We can assist you in a variety of areas, including:  

 

Retirement income planning  

  • How do I turn my 401(k) into a guaranteed income stream?  
  • How much can I spend each year?  
  • Do I have enough?  

 

Investment guidance  

  • How should I make decisions about my stock/bond mix?  
  • Am I invested in the right funds?  
  • Should I make changes given the current environment?  
  • What if the market crashes?  

  

Legacy and estate strategies  

  • How much will have to be paid in taxes when I die?  
  • Is it a good idea to leave my IRA to my kids?  
  • How much can I leave as a legacy?   
  • Which strategies should I use when preparing my legacy?  

 

Tax efficiency  

  • Why do taxes matter?  
  • How can I save on taxes now and in the future?  
  • What are the best strategies to optimize my taxes?  

  

Protection strategies  

  • If I’m investing now, why is life, disability income and extended care insurance important?  
  • What happens to my family when I need long-term care or pass away?  
  • How can insurance best protect my family and finances?  

  

Education funding strategies  

  • How do I find a good fit for my child academically and a good fit for our family financially?  
  • How does the process work? Are there costly mistakes I can avoid?  
  • If my child is young, what is the best way for me to save for their higher education?   

 

Why should you work with a financial advisor?  

We encourage you to ask yourself, “Do I have the time, skill and passion to do my own financial planning?” If you’re not sure, you may want to consider talking with a financial advisor to see how the person could help you.  

 

Five things to look for in a financial advisor:  

  • Do you feel comfortable with them?
  • Are they easy to talk to?  
  • Are they competent?
  • What are their credentials?  
  • Have they communicated a clear plan of service going forward?