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916-985-6000

The CRFG Team Is Here To Help Individuals

Capital Region Financial Group is a boutique firm that knows the value of personalized advice, appropriate timing, and constant contact.

Families generate many financial priorities that compete for your attention and resources. Getting past day-to-day life to evaluate your entire picture may be hard to accomplish. Capital Region Financial Group can help organize and prioritize all your financial goals. Once the plan is in place, routine in-person meetings and client communication help ensure you stay on track. A dedicated financial advisor that knows you and your family is your advocate as life changes.

Client Centered

Have you planned for all of the following issues?

  • Are you saving enough money to retire comfortably?
  • Do you understand and monitor your investments?
  • Are you prepared to fund your healthcare?
  • Have you planned for an unexpected death or disability?
  • Do you have a plan for your debt?
  • How do you balance financial priorities?
  • Do you have a plan for college funding?
Client Centered



Our first priority is helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication helps us understand more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  

Every investment decision involves both risk and reward.  Learn how an asset allocation strategy can help reduce your risk.

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