Client Website

In our continuous goal to provide the best resources available to our clients, CRG has upgraded its financial planning software. With this new software, you will have access to your own personal financial website, allowing you to aggregate all of your accounts, assets and liabilities in one place - and see your net worth updated on a daily basis. By connecting all of your accounts in one place we will be able to provide even better advice and guidance and ensure that your overall allocation meets your personal risk profile. In addition, our new software allows us to better collaborate with you and more accurately plan your future by showing the long term effect of taxes, social security, and investment returns.

click here to access your personal website.

Securities America Form CRS

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., G. Pete Fields, Steven Hart, and Brady Mullen; Representatives. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Capital Resource Group and the Securities America Companies are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Client Website

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