At Capital Concepts Financial Group we believe it is very important that you structure your estate plan to protect your assets. Our financial advisors will develop a plan for you to help ensure you pass your assets to the right person, at the right time, while minimizing estate taxes

Investing using tax efficient strategies; tax deferred accounts, charitable gifting techniques, along with tax efficient portfolio management are some of the ways we assist clients with income tax planning.

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Capital Concepts Financial Group are not affiliated.  Additional products and services may be available through Capital Concepts Financial Group that are not offered through AIC.  Securities products are limited to residents of  FL, GA, NC, & NY.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Capital Concepts Financial Group will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.