CAPITAL FINANCIAL PLANNING GROUP |
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Capital Financial Planning offers financial planning services which vary in scope from a consultation to a comprehensive financial plan and from a review of investments to active portfolio management. You select the service appropriate to your situation. Initial Consultation There is no fee for the initial meeting in which we explore which of our services are suitable for you. Compensation Investment management fees are based on a percentage of assets under management. Life insurance or annuities are provided through highly rated companies on a commission basis. Other services may be provided on an hourly basis if preferred. Retirement
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.
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