SERVING INDIVIDUALS
The Capital Group can help take some of the mystery out of preparing for your financial future.
MEET OUR TEAM
The Capital Group is a full service wealth management and financial services firm located in Madison, WI.
INVESTMENT STRATEGY
Let us provide you with the guidance that can help you understand and better define your financial goals.
Helpful Content
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The History of Retirement
Do you know where the idea of “retirement” comes from?
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprises
Making the most of surprises is a great reason to work with us.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?