• Protect Your Family

    Your family loves you, but they also depend on you. Let one of our experienced professionals walk you through the “what if’s” of life and give you a better understanding of your financial plan.

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  • Grow Your Wealth

    Whether it’s for retirement, short term goals, or leverage opportunities, let an experienced advisor walk you through the best options for you

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  • Retirement Planning

    You made it! Now let’s make sure nothing can throw you off track. Whether you’re looking for more guarantees with your income, or just want to make sure were not burdening our loved ones. Let one of our advisors walk you through the common pitfalls that face retirees.

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  • Generational Planning

    A plan that lasts a lifetime and more. We can provide an estate planning attorney, or work with the one you trust in order to create tax efficient transfer of wealth vehicles.

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It begins with an idea.

Partner with multiple goliath firms in order to select the best products from each.

Whether you’re just starting off and need basic protections for you and your family, in the height of your career and looking to make sure your retirement is on track, or on the cusp of retirement and looking for more guarantees, we assist on all levels of financial planning.

Risk Management:

Life Insurance, Disability Insurance, Long Term Care Insurance

Wealth Management:

Roth IRA, Permanent Life Insurance, SEP and Solo 401(k)

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Meet the Team

SagePoint Affiliate

Phillip Laird - Partner

Jonathan Hardie - Partner

Not Affiliated w/ SagePoint

Ryan Rotunno - Partner

Not Affiliated w/ SagePoint

* Securites offered through SagePoint Financial

Our Approach

Our professionals take the time to know you. Understanding your personal priorities and concerns is essential to making a tailored recommendation for you and your family. Allow a dedicated financial professional to shop the market with you and create a plan that best fits your needs.

Our office is conveniently located just off i95 in Palm Beach County. Can’t make it into the office? No worries – we’ve got you covered with an online consultation

 

 

Get in touch

Let us reach out to you and schedule a time.

Capella Financial Group

Get accessible and personalized financial planning in-person or from the comfort of your home.