Capital Investors Group

Who We Are

At Lifetime Capital Planning Group, we understand that every individual and family has unique financial goals and aspirations. That's why we're dedicated to providing comprehensive and personalized financial planning services to help our clients achieve their dreams. Our team of experienced professionals is committed to delivering a high level of knowledge, professionalism, and service to every client we serve.

Our Philosophy

Our philosophy is built around our commitment to providing unbiased and objective advice to our clients. We believe that everyone deserves to have a clear understanding of their financial situation and to make informed decisions about their financial future. We strive to create a comprehensive understanding of our clients' financial circumstances, goals, and aspirations, and to develop customized financial plans that cater to their unique needs and circumstances.

Our Services

We offer a range of services designed to help individuals and families achieve their long-term financial goals. Our services include:

Retirement Planning

Are you nearing retirement or already retired? We can help you create a comprehensive plan to ensure a secure and comfortable retirement. We don't just sell retirement products; we build customized plans that take into account your unique financial situation, goals, and aspirations.

Long Term Care Planning

We understand that long-term care needs can arise unexpectedly, which is why we offer long-term care insurance options from leading carriers. We can also help you plan for long-term care without insurance, including those who already need care.

Tax Planning

Effective tax planning is crucial to ensuring that your hard-earned savings last throughout your retirement. We provide expert tax planning strategies to help you minimize taxes and maximize your retirement income.

Our Team

At Lifetime Capital Planning Group, we're built on the strength of our team. Our team of experts includes:

• Geoff E. George, President and Principal Advisor
• Anne Allar, Partner and Director of Marketing
• Nicole Mattingly, Office Manager
• Kelsey Pennington, Director of Operations

What Sets Us Apart

As a fee-based investment advisor, we're legally obligated to act as a fiduciary, putting your interests first at all times. We're not limited by traditional product sales or commissions, allowing us to provide unbiased and objective advice. We're committed to delivering a level of knowledge, professionalism, and service unmatched in the industry.

Get Started

Ready to take control of your financial future? Schedule a complimentary consultation with one of our experienced professionals today.