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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

    • 10 misconceptions about saving for medical care in retirement

      10 misconceptions about saving for medical care in retirement Retirement isn’t the only thing workers have trouble saving for; the other big gap in[...]

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      The power and pitfalls of retirement savers' illusions

      The power and pitfalls of retirement savers' illusions Study finds that the format in which information is presented affects an individual’s [...]

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    • 7 Things You Need to Know About the Once-Per-Year Rollover Rule

      7 Things You Need to Know About the Once-Per-Year Rollover Rule In 2014, the Tax Court in the Bobrow case ruled that the once-per-year rollover rule applies to all of an individual’s IRAs, not to [...]

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      If You're Over 70 1/2 Years Old and Still Working You Need to Know This

      If You're Over 70 1/2 Years Old and Still Working You Need to Know This This week's Slott Report Mailbag looks into still working exceptions, RMDs, and IRA transfers.  As always, we recommend you [...]

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