CAPITAL FINANCIAL PLANNING GROUP

Estate Planning

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With our legal background and years of experience in dealing with estates, we are in a position to advise you concerning the preservation of wealth and the transfer of wealth.

We will refer you to board certified estate planning attorneys for the preparation of the estate planning documents you need. We make certain that you receive the highest quality legal assistance at reasonable cost.

Life insurance is often a very important part of estate planning and we can provide life insurance designed to meet your needs through highly rated life insurance companies.

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.