CAPITAL FINANCIAL PLANNING GROUP

Comprehensive Plan

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Comprehensive Financial Plan

One of the ways to build a roadmap to financial freedom is through a comprehensive financial plan. We can provide such a plan which will assist you in achieving your financial goals and objectives. The components of a comprehensive plan include not only the retirement planning, estate planning, and investment planning described in other parts of this website but also educational planning for the funding of college education or other educational goals and tax planning to suggest tax advantages you might otherwise overlook. With a financial roadmap you will be more confident about how to find financial freedom.

Modular Plan

You may wish to concentrate on just one component of a financial plan, for example: "retirement", in which case a modular plan could be prepared for you to address that specific concern.

William Christian is a Registered Representative of IMS Securities, Inc.(IMS), Member FINRA/SIPC and an Investment Advisor Representative of IMS Financial Advisors, Inc.(IMSFA), a Registered Investment Advisor located 10205 Westheimer Rd., Suite 500, Houston, TX 77042 (713) 266-2993. All information herein has been prepared solely for informational purposes, and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and take no responsibility. All such information is provided solely for convenience purposes only. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not endorse, control, or receive compensation from any of the third party advertisers within this website. William Christian, Capital Financial Planning Group, IMS, and IMSFA are not affiliated with any of the firms or entities listed unless specifically stated.