Ian James, CRPC,AAMS
LOUISIANA and TEXAS, Financial Planner / Investment Advisor
Welcome to Capital Financial Group's Website, where you'll find a wealth of information from financial professional Ian James in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investment services, retirement strategies, estate planning analysis, and wealth preservation strategies. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We frequently cover theses topics:
- tax management analysis
- investment management strategies
- retirement strategies
- estate conversion
- insurance and annuities
- mutual funds
We want to be your BATON ROUGE, LOUISIANA AND BRIDGE CITY, TEXAS source for financial information, news, and common sense financial strategies. We aim to advise clients from many areas... Zachary, Central City, Greenwell Springs, Baker, Denham Springs, Hammond, Prarieville, Baker, Merrydale, Bridge City, Beaumont,Orange, Pinehurst, Kellogg, Wallace, Osburn, Kingston, Port Arthur, Groves, Nederland and Port Allen.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our financial planner site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Thank you for visiting...we look forward to assisting you!
Ian James, CRPC, AAMS
*Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
