Our mission at Capital Financial Opportunities is to allow you to focus on what you need to, or want to do. Since most of our clients juggle the complexities of careers and families, we ensure that their financial affairs are goal oriented and professionally monitored. Planning and execution are our forte.

We simplify the investment process. We consult with you to help you achieve your goals and provide reassurance through professional monitoring of your accounts Our clients are successful Business owners, Senior executives, Professional Athletes, Physicians, and Lawyers. Every client whether it be a college graduate just starting a career or a retiree, have their own unique circumstance. That means you are more than just a number- we know your dreams and goals. And we develop individual strategies to get you where you want to go. Let us be your personal CFO.

On our site you will find our company philosophy and services. You will also discover a wealth of information. Please utilize our Market research, Educational videos and calculators.

  • Portfolio analysis
  • Retirement planning
  • Mutual fund advisory
  • Variable, Indexed and Fixed Annuities
  • Structured Products
  • Private & Alternative Products-LPS/Reits
  • Estate Planning
  • Stock Analysis
  • Life Insurance
  • Health Insurance
  • Wealth Conservation
  • Income Planning
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 These are the views of Forefield Inc., not the named Representative nor Broker/Dealer, and should not be construed as investment advice. Neither the named Representative nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Professional for further information. Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC.