Finding the right financial solutions that work for you.

Everyone's financial needs are different. That's why Capital Concepts Financial Group works one-on-one with its clients, developing plans custom-designed to achieve their personal financial objectives.

The first, most important step in this process is simply getting to know where you are and what you want by:

• Conducting a thorough financial analysis to identify your net worth, tax scenario, risk tolerance and financial objectives

• Exploring the right financial solutions to help achieve your financial goals

• Thoroughly explaining our financial products, services and recommendations

Once a strategy has been agreed upon, we constantly monitor and re-evaluate your financial situation, revising your plan as needed to ensure financial success.

Wealth Accumulation

Tax Planning

Income Protection

Investment & Asset Management

Retirement Planning

Estate Planning

Succession Planning

Insurance Risk Management

Wealth eValuator™

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.