The first step toward achieving your financial objectives — getting to know your hopes and dreams.

No person's financial needs are the same, so we start at square one with every client. Only by knowing you as well as you know yourself can we help you achieve your hopes and dreams.

We begin with a thorough needs analysis:
• Identify your net worth, tax situation, risk tolerance and financial objectives

Once this research and analysis is complete we:
• Produce a customized financial plan based on your needs
• Recommend the products and services best suited to achieving your financial objectives
• Advise you of the various types of insurance and investments available
• Emphasize the importance of diversifying your finances
• Implement your financial strategy
• Constantly monitor your financial situation
• Adapt to changes in your financial objectives
• Modify your financial strategy to keep your money working harder for you

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AR, AZ, CA, FL, GA, IA, MD, MI, MS, NC, NY, OH, PA, SC, TN, TX, VA, and, WY.

Cambridge and Capital Concepts Financial Group are not affiliated.