About
John Wardell
Welcome to Capital Advisor Group
John Wardell was in the Marine Corps, serving in an Airborne Unit during the transition from Desert Storm to Desert Shield. After being Honorably Discharged as a Sergeant, he moved to Germany, where he worked as a civilian for two years as an Army Emergency Relief Officer. After moving back to the U.S., John began working with businesses and corporations to establish benefits for hiring Veterans. Shortly thereafter, he was recognized by the Department of Veterans Affairs as an Accredited Claims Agent and has been Accredited for the last 15 years. Concurrently, his focus became working in the Senior space to plan for Long Term Care & has become a recognized advocate among National placement organizations and various Assisted Living facilities for his expertise on Immediate Care Funding vehicles, Veteran’s Aid and Attendance, and Local/State benefits/programs that can benefit our Elders.
Strategic. Comprehensive. Tactical.
At Capital Advisor Group, our passion is providing safe money solutions to help your clients reach their financial goals and enjoy a sustainable retirement. We believe there are Four Pillars to a Sustainable Retirement Planning Strategy
- Smart Asset Accumulation that includes guaranteed protection from market loss.
- Ensuring that you have enough guaranteed income that you cannot outlive.
- Planning for the possibility of a long term care event; the greatest threat to any retirement plan.
- Developing a tax efficient wealth transfer strategy.
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to set up a free virtual consultation.
