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Blog

Brett Machtig | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Brett Machtig | Mar 20, 2025

5 Tax-Saving Strategies That Seek to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can seek to minimize your tax bill and keep more of your hard-earned money

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Brett Machtig | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Brett Machtig | Feb 20, 2025

How to Stay Invested in Volatile Markets With Confidence

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Brett Machtig | Jan 21, 2025

Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to seek to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization

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Brett Machtig | Jan 3, 2025

Planning for the Future: Essential Steps to Plan Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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F: 952-831-5563
TF: 800-548-1820
E: brett@cagcos.com

 

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Bloomington MN 55437

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

Brett Machtig is registered to conduct securities business in Alaska, Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington and Wisconsin. Mark Foreman is registered to conduct securities business in Arizona, Florida, Louisiana and Minnesota. Michael Ruggieri is registered to conduct securities business in Alaska, Arizona, Connecticut, Florida, Kansas, Louisiana, Maryland, Minnesota, Nevada, New York, North Carolina, North Dakota, Pennsylvania, Texas, Utah, Virginia and Wisconsin.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. 

Insurance-related services may not be provided to individuals residing in any states other than Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin. CA License #0B33199

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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*Neither Capital Advisory Group nor LPL Financial provide tax or legal advise. We work with you and your legal counsel to assist you with your estate plan.

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