CAPITAL  FINANCIAL  PLANNING  GROUP

OVERVIEW OF OUR SERVICES

COMPANY PROFILE

We identify your goals and your dreams and then plan to achieve them, while building and preserving wealth.

ASSISTING CLIENTS IN THE ACCUMULATION AND PRESERVATION OF WEALTH

Are you ready for retirement? Is it important to you to have a guaranteed monthly income?

Do you need a comprehensive financial plan for tax, estate, investment, retirement and education issues?

Do you need a second opinion about the proper allocation of your investments? Are you worried about your 401(k)?

Is your estate plan up to date?
Is your life insurance adequate?

 

Bill Christian

Certified Financial Planner

FIVE STAR
PROFESSIONAL PROFILE
5-year winner
 
 
William G. Christian, J.D., CFP
975 Corbindale, Suite 211, Houston TX 77024
Tel: 713-932-1955 | Fax: 713-932-9132
www.capitalfinancialplanning.com
billchristian@ims-securities.com
email us
ONLY TEXAS RESIDENTS ARE AUTHORIZED TO USE THESE SERVICES

 

 

 

 

 

 

 

 

 

 

William Christian is a Registered Representative of IMS Securities, Inc.(IMS), Member FINRA/SIPC and an Investment Advisor Representative of IMS Financial Advisors, Inc.(IMSFA), a Registered Investment Advisor located 10205 Westheimer Rd., Suite 500, Houston, TX 77042 (713) 266-2993. All information herein has been prepared solely for informational purposes, and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and take no responsibility. All such information is provided solely for convenience purposes only. William Christian, Capital Financial Planning Group, IMS, and IMSFA do not endorse, control, or receive compensation from any of the third party advertisers within this website. William Christian, Capital Financial Planning Group, IMS, and IMSFA are not affiliated with any of the firms or entities listed unless specifically stated.