Broker Check

The Capital Group
406 Science Dr. Ste 310
Madison, WI 53711

Tel: 608-268-5100
Fax: 608-287-3056

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SERVING INDIVIDUALS

Serving Individuals

The Capital Group can help take some of the mystery out of preparing for your financial future.

MEET OUR TEAM


The Capital Group is a full service wealth management and financial services firm located in Madison, WI.

INVESTMENT STRATEGY

Investment Strategy

Let us provide you with the guidance that can help you understand and better define your financial goals. 

How Ready Are You For Your Retirement and Other Savings Goals? 

This brief questionnaire below will help give you a better idea of how well-funded your current retirement or savings goals are. Whether you’re saving for retirement or planning for a major purchase, having a solid financial plan is key to success.  Our team of experienced financial professionals works closely with you to understand your unique needs and aspirations, crafting a customized plan that helps reach your dreams and financial goals. Let’s work together to build a brighter financial future for you and your loved ones. 

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Helpful Content

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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