Services

Financial Planning

 

  • LifePlan 360 – A holistic service that integrates budgeting, debt management, investing, and retirement into one personalized plan.

  • Goal-to-Growth App – A mobile platform that tracks financial goals, automates savings, and provides AI-driven adjustments to keep clients on target.

  • Family Finance Advisor – Specialized planning for families, covering education funds, home ownership strategies, and multi-generational wealth building.

 

 

Investment Management

  1. Smart Portfolio Builder – An AI-driven service that creates and rebalances personalized investment portfolios for maximum returns and minimal risk.

  2. Micro-Investment Club – A subscription platform that pools small contributions from members into diversified, professionally managed portfolios.

  3. Wealth Growth Coaching – One-on-one consulting that teaches clients how to manage and grow their investments while tracking progress with easy-to-use dashboards.                                                                                                                                                                  

 

 

Retirement Planning

 

  • Personalized Retirement Roadmaps – Offer tailored financial plans that show clients exactly how much to save, invest, and allocate each year for a stress-free retirement.

  • RetireSmart Subscription – A monthly membership with tools, webinars, and expert Q&A sessions to keep clients on track toward their retirement goals.

  • Lifestyle & Legacy Consulting – Combine financial planning with lifestyle design, helping clients plan their dream retirement and the legacy they want to leave

“CAadvisors.com exceeded my expectations with their exceptional financial management services. I am grateful for their expertise and professionalism.”

Alexander Pierre Florida

Contact us

Have any questions or inquiries? Feel free to reach out to us through the contact form below.

About us

www.capitaladvisorgroup.net/ is a leading financial planning company based in Orlando Florida. With years of experience and a team of dedicated professionals, we are committed to helping our clients achieve financial success.