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Fiduciary Investment Management 
Retirement Planning Services 


At Capital Wealth Group, we understand that retirement planning is a critical component of your financial future. That’s why we specialize in providing flat-fee, fee-only retirement planning services, who are serious about retirement planning or already retired.


We prioritize clarity and transparency in all of our services, so you can rest assured that you’re getting the best advice and service available at a fair price. And unlike other financial advisors, we actually specialize in retirement planning, and we don’t charge high assets under management fees, so you can keep more of your hard-earned money.

Our comprehensive suite of retirement planning & investment management services includes retirement income planning, distribution planning, yearly and long-term tax planning, Roth conversions, tax-loss harvesting, and investment management among others. We have the expertise and experience to provide ongoing retirement planning that meets your individual needs and goals, so you can have the peace of mind knowing you’re on track for a secure retirement.

At Capital Wealth Group, we are committed to helping you reach your retirement goals with sound advice and services for a reasonable fee. Contact us today to get started on your path to financial freedom.

Retirement Planning + Tax Planning + Distribution Planning + Passive Investing + Rebalancing + Discipline + Diversify + Low Fees
= Clarity,  Peace of Mind & Retirement Success

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