Without adequate preparation, estate taxes could devour up to 50 percent of your assets at the time of your death. Capital Concepts Financial Group’s creative financial management techniques can help you take the correct steps to create an estate plan that:

• Minimizes your tax exposure

• Protects and passes on the assets you've worked so hard to earn

• Leaves a legacy for your family and heirs

Customized Estate Planning Strategies include:

• Estate Tax Analysis

• Wealth Transfer Techniques

• Trusts

• Charitable Gifting Programs

• Estate Freezing Techniques

• Avoiding IRA/Pension Tax Disaster

• Life Insurance Planning

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 AK, AR, AZ, CA, FL, GA, IA, MD, MI, MS, NC, NM, NY, OH, PA, SC, TN, TX, VA, and, WY.

Cambridge and Capital Concepts Financial Group are not affiliated.