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Our Services

Here at Capital Connoisseur, we help clients plan for their short-term and long-term financial goals; this may include buying a home, paying for their children’s education, and retirement.

The main areas of financial planning that we cover here:

Budgeting and Cash Flow Management

We’ll create your personal budget tailored to your financial obligations and personal lifestyle. The finished budget includes all of your monthly obligations, saving goals, and debt pay-down assumptions, allowing you to clearly see the time frame for paying off all debts. We will both educate you on how to use credit & help you increase your credit core and maintain an excellent credit score.

Investment & Credit Management

One of the most effective and advantageous ways to create and grow your wealth is to make sound investment decisions.  We recognize at Capital Connoisseur Group, investing is the hurdle that most individuals and businesses struggle to get over her. Here, we will assist you with crafting your line of credit and investments so that they are both lucrative and long-lasting.

Insurance & Estate Management

No one ever expects to become terminally and be left with 6 months to live, yet we have to plan for all of life’s unfortunate events.  We assist in helping individuals and families protect their assets with proper planning and preparation for an unexpected occurrence

Tax Planning and Analysis

Income Tax laws change yearly by the Federal Government.  There could be changes on deductions, write-offs, and limits.  Theoretically, if you are over paying your taxes in a given calendar year, you are ultimately providing the government with an interest-free loan! Our tax analysis provides the information required to make the appropriate changes with your federal and state exemptions in order to maximize income.

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