Broker Check

The Capital Group
406 Science Dr. Ste 310
Madison, WI 53711

Tel: 608-268-5100
Fax: 608-287-3056

Acres of Diamonds The Rule of 72 A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate

SERVING INDIVIDUALS

Serving Individuals

The Capital Group can help take some of the mystery out of preparing for your financial future.

MEET OUR TEAM

Meet Our Team

The Capital Group is a full service wealth management and financial services firm located in Madison, WI.

INVESTMENT STRATEGY

Investment Strategy

Let us provide you with the guidance that can help you understand and better define your financial goals. 

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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