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After working in financial services for several years, Michael Littledike recognized the need for a holistic retirement planning strategy driven by results rather than products – which are often limited by the few companies offering them. Michael established Capita Financial Network to deliver comprehensive wealth management solutions through a team of independent planners and an industry-leading network of Financial advisors, Social Security experts, Medicare experts, Real-estate professionals, Mortgage officers, Insurance agents, Accountants, Estate planners and Attorneys. Capita Financial Network provides retirees and those planning their future retirement with a range of financial planning services. Capita offers comprehensive retirement plans and client education through the accumulation and distribution phases of assets. Capita`s team of advisors focus on saving and allocating funds in order to assure retirees will have sufficient resources throughout all stages of retirement. The company analyzes Social Security benefits, 401(k) accounts, pensions, and other relevant retirement accounts. Believing that a proper strategy plays a key role in providing for a comfortable retirement, the Capita Financial Network advisors apply their knowledge of business and finance to help clients plan the accumulation and distribution of their assets, ensuring lifetime income while minimizing expenses and tax burdens. Capita is dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client`s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
With EUR 710 billion of assets under management (as of September 30, 2017), Deutsche Asset Management is one of the world`s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes.
Rinald Tax Advisory Inc. is a Victoria, BC-based company in the Financial Services sector.
Cedar Hill Associates is a Chicago, IL-based company in the Financial Services sector.