In 2021, 38% of Americans felt they needed to work with a financial advisor, a significant increase from 2020. With everything the world has been through in recent years, it’s no surprise that more and more people are looking for advice on how to manage their finances.

Fortunately, financial advisors around the world are stepping up their game. This includes Capital Resources Groupof Houston Harrison, one of Arkansas’ top advisers. He has been helping clients achieve their financial goals and aspirations in the state for over 25 years.

Harrison and his company are focused on helping retirees reduce financial risk while growing and structuring their assets for greater efficiency.

“The goal is to minimize taxes throughout retirement and help families leave lasting legacies for the people and causes they hold dear.“, said Harrison.

To do just that, Harrison and his team at Capital Resources Group have developed and refined a proprietary process they call the “Redzone Retreat Roadmap.” This specifically addresses the concerns of retirees and helps them make important decisions for a successful retirement.

“We prioritize asset protection, growth, income planning, healthcare, tax efficiency and estate planning“, said Harrison. When good planning is done with an advisor who is knowledgeable in all of these areas, it can have a huge impact on a retiree’s ability to extend their savings through the retirement years and have peace of mind knowing that a well-designed plan is in place that is specifically designed for them.”

In addition to helping their clients manage their finances to prepare for retirement, Capital Resources Group believes that people should learn to manage their own finances.

“We empower our customers through education“, Harrison said. “We want our customers to feel less stressed about their financial situation when working with us and learning from us.”

Apart from, Capital Resources GroupThe secret to success is measured growth. They only accept new clients who are suitable for them and for whom they can have the most impact, while adding qualified staff to maintain consistency of service.

“2020 and 2021 were our best years yetHarrison asserted. “We are on track to double our business in 2022.”

News Baden Bower
Baden Bower
https://www.badenbower.com
[email protected]

COMTEX_406099730/2776/2022-04-22T10:28:48