Welcome to Capital Republic Financial Group, Inc.

Capital Republic Financial Group, Inc. is ~

A leading provider of investment advice for – mutual funds, stocks, bonds, IRA’s, Roth IRA’s, college savings plans – and retirement planning solutions. Capital Republic is committed to bringing wide-reaching financial solutions to all of your financial problems. Whether you are starting a family, dealing with aging parents, or planning for retirement, Capital Republic can help you plan safely and effectively.

We place your needs above ours. We give our clients the much needed freedom by choosing from all the top products available in the industry.

We aim to sit down with you and hear your story; getting a good picture of where you are and where it is you would like to go.

WHAT WE DO

Focusing on an educational approach method, Capital Republic serves families by helping them devise a plan for both the expected as well as the unexpected events of life. Whether you are starting a family, dealing with aging parents, or planning for retirement, Capital Republic can help you plan safely and effectively.

When you sit down with a Capital Republic planner, we want you to feel comfortable and at ease. We are there to hear your story and help you dream big about the things you want in life. This is our time together to discover exactly where you are, and exactly where you would like to go. Because this is a natural discovery process, we come prepared to listen and take notes. We find that most individuals and families appreciate our client-centered focus.

While other companies might try to cram your needs into their products, we can design a custom plan that is specific and adaptable to your own family's changing needs. By representing a family to the wide and complex financial services industry, we become your personal advocate; dedicated to make certain your family receives all the top products and benefits available to you.

You benefit from computer modeling that helps ensure objectivity and precision. Financial decisions shouldn't be clouded by emotions or bias. Guided by computer analysis, we'll help you evaluate your current situation, pinpoint goals, and provide appropriate recommendations.

You get a clear, customized report. We will assemble an easy-to-follow report that will form the basis of your decisions. It also serves as a reference for follow-up decisions.

You receive an action plan. Using your customized report as a guide, we'll create an action plan that will map the steps to help you reach your financial goals. Upon the completion of the financial planning process and at your option, your financial professional can also help implement your plan with the right blend of products and services.



Capital Republic Financial Group, Inc. is  registered as an investment advisor in the state of California. All insurance products are offered through Capital Republic Insurance Services, Inc. dba Financial Capital Insurance Agency (FCIA), CA License #0F56554.  Complete Tax and Financial is a division of Capital Republic Insurance Services, Inc. dba Complete Tax and Financial.  Tax Preparation services are conducted by Peter Mitchell a registered tax preparer in California, CTEC ID # A158329.