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    • WELCOME TO CAPITAL ADVISOR GROUP'S WEBSITE

    • A FEW WORDS ABOUT US

      We here at Capital Advisor Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

    • IRA BLOG

    • 7 Instances When You Will Want Life Insurance for Retirement

      7 Instances When You Will Want Life Insurance for Retirement A frequent question among those nearing and in retirement is: Do I need life insurance [...]

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      Three key decisions to make before you retire

      Three key decisions to make before you retire When to take Social Security, how to pay for health care, and how to generate income. Key takeaways:[...]

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    • Calculating RMDs with Multiple Beneficiaries: This Week’s Q&A

      This week's Slott Report Mailbag looks into calculating RMDs with multiple beneficiaries and inheriting IRAs. As always, we recommend you work with a competent, educated financial advisor to keep [...]

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      The 10% Penalty and Converted Funds - Five Things You Need to Know

      The Roth IRA rules can be complicated. One area that is especially complex is understanding how the 10% penalty applies to converted Roth IRA funds. Here are five things you need to know if you [...]

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