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
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.