Our Services

Capital Region Financial Group, LLC works with accomplished individuals and business owners in the Sacramento region. As a truly independent advisory firm, CRFG provides comprehensive alternatives for personal investments, insurances, executive, and employee benefits. Our goal is to integrate these in a manner which will help you maximize tax savings, cash flow and facilitate your goal strategies in the areas of wealth preservation, asset protection, investment strategies & business planning.


Our process ensures that your financial world is organized, easy to understand and always accessible to you. 

eMoney Advisor, an all-in-one comprehensive wealth planning techonology solution.  Providing a comprehensive view of your complete financial picture helps you identify gaps and prepare for your future.

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How Much Do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."