Our Services

We have been working with individuals and businesses in the area for several years.  Our services include:

Estate Planning,  Investments, Insurance, Business Planning, Tax Planning & Preparations.

Capital Investment Advisors offers Investment Planning, Financial Planning and Pension Consulting.

Capital Advisor Group & Tax Planners of Lake Norman offers Legacy Planning, Tax Planning, Business Planning.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.