Capital Financial Partners

Address:
30 West Gude Drive
Rockville, MD

 301.718.0030

  Click Here to view map of area and get directions

One of our main goals is to strategize on how our clients can “save a ton of taxes.” We have been able to save some of our clients hundreds of thousands of dollars in taxes. Contact us today to see how much you may be able to save.

As a client, the focus is on you. We understand that it may take years to develop a relationship of trust and mutual understanding. Our associates are trained in the fundamentals of financial planning, but are also able to think “outside the box”

Our comprehensive planning takes place in three steps:
First is present plan analysis. Understanding what you have in place and how you have made financial decisions in the past.

Second, we educate you about what opportunities are available and carefully scrutinize the different options and weigh their outcomes on our financial model.

And lastly, we implement the plan that most effectively grows your wealth, minimizes risks, and allows us to distribute the maximum amount of net dollars to you, your family, and to charities. All of our planning decisions will be mathematically verifiable as the correct course of action and will remain flexible to adapt to tax law changes, market volatility, or other variable conditions.