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Home - Capital Strategies Our firm minimizes income and estate-tax liabilities by planning tax-efficient insurance strategies, facilitating contract placement and performing timely reviews
Our People - Capital Strategies Meet the dedicated professionals at Capital Strategies who drive success through expertise in insurance-based tax strategies and wealth preservation
Contact - Capital Strategies Capital Strategies Group, Inc is independently owned and operated Capital Strategies Group, Inc is a member of M Financial Group Please go to mfin com DisclosureStatement htm for further details regarding this relationship Check the background of this firm and or investment professional on FINRA's BrokerCheck
Our Services - Capital Strategies Capital Strategies is focused on insurance-based tax strategies and risk mitigation for ultra-high-net-worth families and significant enterprises Our scope of work includes wealth preservation for families as well as executive compensation strategies for substantial profit and non-profit entities
Journal - Capital Strategies Capital Strategies Group, Inc is pleased to announce that the firm has received top-tier rankings in the 2021 edition of the Chambers High Net Worth guide “Chambers High Net Worth ranks the leading and most dedicated lawyers for international private wealth…
About - Capital Strategies These three principles represent our firm’s core values, each complementing one another at Capital Strategies Collectively, they inform every action we take each day
David Byers - Capital Strategies As Managing Principal of Capital Strategies, David directs the areas of Wealth Transfer and Executive Benefits for the firm Prior to joining Capital Strategies in 1995, David built a successful business and tax planning practice as a founding partner of a prominent Birmingham law firm
David Byers - Capital Strategies As Managing Principal of Capital Strategies, David directs the areas of Wealth Transfer and Executive Benefits for the firm
Exclusive Life and Disability Insurance Products from M Financial Financial is the only life insurance distributor that invests its own capital—upward of $50 million annually— in business placed by our Member Firms This investment, through M Financial Re, gives us access to carrier data about policies and their performance characteristics,
David A. Dingess, CLU, ChFC - Capital Strategies Since joining Capital Strategies, David has devoted his full energies to providing tax-focused insurance solutions to complex problems of individuals and businesses He holds FINRA Series 6 and 63 securities registrations and is an Investment Advisor Representative