8071 Shaffer Parkway, Littleton, CO 80127
 

Services

Below is a listing of the primary services available. Each service can be complex or simple based upon your unique situation.

Client Services 

  • Financial Planning
  • College Education Funding
  • Retirement Planning
  • Life and Disability Insurance Planning
  • Estate Tax Planning
  • Mortgage Refinancing or First Home Purchases *
  • Charitable Gift Planning
  • Long Term Care
  • Annuities (Fixed Interest, Variable and Immediate Income)
  • IRA`s and all Investment Services
  • Trust Services *

Buisness Services 

  • Non-Regulated Retirement Plans for Business Owners only
  • Business Continuation Planning (Buy-sell Agreements)
  • Retirement Plans, Pension, Profit Sharing, 401(k), SEP, SIMPLE
  • Key Man Insurance Planning
  • Deferred Compensation Retirement Plans (Executives)
  • Group LTD, Medical, Life Plans *
  • Split Dollar Life Insurance Programs
  • Salary Continuation Planning
  • Employee Seminars on Investments, Financial Planning and Insurance
  • Payroll Deduction Employee Benefit Plans

Investment Services 

  • Tax Advantaged Investments
  • Private Portfolio Management
  • Mutual Funds
  • Stocks and Bonds (US Government, Tax Fee Municipal and Corporate)
  • Retirement Plan Rollovers
  • Variable Annuities
  • Variable Life Insurance
  • Unit Investment Trusts
  • Real Estate Investment Trusts (REITS)
  • Individual Retirement Accounts (IRA and ROTH)
  • Simplified Employee Pension (SEP and SARSEP)

* Services offered through affiliated companies.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., G. Pete Fields, Steven Hart, and Brady Mullen; Representatives. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Capital Resource Group and the Securities America Companies are not affiliated. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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