The surest path to financial security is a well-organized plan for accumulating wealth.

Capital Concepts Financial Group focuses on wealth accumulation and preservation planning for affluent families. Our goal is to help families and business owners manage and protect the wealth they’ve spent a lifetime building. 

First, our financial advisors conduct a careful and thorough analysis of your comprehensive financial picture, including your hopes, fears and dreams.  From this analysis, we devise a wealth strategy plan specifically related to your objectives, including:

• Having the financial comfort to pursue your dreams

• Paying for your children's college education

• Paying for weddings, family trips or vacation homes

• Early retirement

• Retirement with the same or better lifestyle than you currently have

• Leaving a legacy to your heirs or favorite charity
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.