Financial Advisor, Managing Partner
Brett Machtig and the Capital Advisory Group Advisory Services Tackle Investors’ Most Pressing Issues
“Investors are having trouble knowing what to do in the current economic environment. Our goal is to provide the guidance needed to make sense of it all.”
So says Investment Advisor Brett Machtig, AIF®, CWS®, RMA®, founding partner of The Capital Advisory Group Advisory Services, LLC (CAGAS)— Machtig is dedicated to helping high-net-worth investors navigate their top five greatest concerns.
How We Can Help
Estate Planning
Most clients leave their fortunes to their children, but many are woefully unprepared for the ravages of divorce or creditors. The Capital Advisory Group Advisory Services (CAGAS) provides innovative solutions for estate planning shortfalls within wills, trusts, partnerships, durable powers of attorney and living wills.
Business Planning
Successful businesses need help when setting up succession plans, dealing with partners or preparing a business for sale. CAG identifies clients’ best options and pinpoints weaknesses of existing plans.
Benchmarking
High fees hurt returns. CAGAS benchmarks client fees to compare them to industry standards. All prospective clients with $1 million or more in assets can request a free benchmark of their current holdings, courtesy of one of the firm’s managing partners.
Economy
For the past three decades, the Federal Reserve has reduced rates during financial downturns. Our dollar has been diluted at record rates since 2009. How will the looming rise in interest rates impact investments? CAGAS helps clients capitalize on what-ever comes next.
Taxation
To solve their tax short- falls, states are shifting tax brackets and widening the range of taxable business assets. CAGAS works to improve clients’ tax position by proactively working with clients and tax professionals.
Team
Financial Advisor, Managing Partner
Financial Advisor, Managing Partner
Financial Advisor, Managing Partner
Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Financial Planning Basics: Creating and Maintaining a Budget
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Asset Allocation and Risk Allocation
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Neither Capital Advisory Group Advisory Services nor United Planners Financial Service provide tax or legal advice. We work with you and your legal counsel to assist you with your estate plan.
How Can We Help?
Find out how we can help you reach your financial freedom, download our complimentary whitepapers.
