Capital Point Financial Group, LTD is a boutique financial planning firm with offices in Glenview, Illinois, Sarasota, Florida, and Fort Collins, Colorado, designed to better serve your unique financial needs. Our values, our people and our heritage define why we're here and where we're going to help create and protect your wealth.
We are Unpretentious Advisors serving Unpretentious Clients.
Started by John M. Selzer, Jr., CFP®, in the spring of 2002 after a successful financial service career with a Fortune 50 company, Capital Point Financial Group, LTD has an informal relationship with numerous accountants, attorneys and other professionals to assist clients’ quality of advice. Cutting-edge technology keeps the firm up to date as well.
Capital Point Financial Group believe clients’ most important financial goal should be building retirement assets -- one of the only goals you can have that you can’t accomplish by taking out a loan.
Welcome to our professional family. We look forward to taking the necessary steps to earn your trust and confidence in exploring your life’s goals, problems and challenges.
How We Help
Best Practices Designed to Assist Clients Above All Else
Capital Point Financial Group has three primary areas of focus for clients. Contact us to set up a time to discuss our fees and procedures involved for each.
Managing money including investments, cash flow and taxes.
Pursuing life goals through proper financial management, including retirement, education, insurance, tax, capital purchases, estate and cash flow planning.
Having investment management and financial planning along with tax planning strategies, estate and legacy planning, charitable giving and business planning.
The Standards Clients Can Expect to Receive
Working to provide the best for clients to preserve, protect, grow and create wealth at all times is our noble cause and purpose.
The relationships between clients and team members, and among team members, are strong.
We aim to help financial planning and wealth management clients secure their goals and achieve peace of mind.
The success of any work performed for a client should be measurable and understandable to them.