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About Us

Our Mission

Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

Our Focus

Capital Strategies Group is a full-service retirement planning financial advisory that is driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. How can we help you secure your financial future?

Meet Our Team

  • Camber Koerner
    Camber Koerner
  • Anjum J. Malone
    Anjum J. Malone
  • Ana Salazar
    Ana Salazar
  • Geoffrey W White
    Geoffrey W White
  • Aaron C. Matheny
    Aaron C. Matheny
  • John L. Olsen
    John L. Olsen
Camber Koerner
  • Finance Administration since 2017
  • Office Receptionist since 2016
  • Medicare Support since 2017
Anjum J. Malone
  • Licensed P&C Insurance Agent – 2009
  • Bachelors of Science Degree from Brigham Young University
  • Notary Public
  • Business Owner since 1990
Ana Salazar
  • Administrative Support in Finance Industry since 2003
  • P &C Agent 2013
  • Medicare Agent – 2016
Geoffrey W White
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Advising Clients since 1999
  • Chartered Financial Consultant
  • Board Certified in Asset Allocation
  • Board Certified in Estate Planning
  • Bachelors in Finance, Arizona State University
  • Instructor—Certified Financial Planner ™ Courses

 

Aaron C. Matheny
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Board Certified in Estate Planning
  • Investment Advisor Since 2003
  • Licensed Insurance Representative
  • Masters Degree from Colorado State University
  • Certified Medicare Broker
John L. Olsen
  • Member and Past Director of NAIFA
  • Member of Financial Planners Association Phoenix
  • Financial Planner since 1993
  • Life and Health Insurance Agent
  • Executive Marketing Columbia University 1983
  • Graduate Brigham Young University
 

How much do you really need for retirement?

Services

Financial Planning

We will give you the guidance to save for retirement, generate retirement income, minimize your tax burden, determine proper insurance coverage, help you develop strategies to manage your financial future and offer personalized programs to help you achieve your unique goals.

Lifetime Income

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.

Long-Term Care

Unfortunately, the vast majority of seniors have no protection from this very legitimate threat. Some cannot qualify due to poor health, some assume the government will take care of them, some cannot afford the premiums and others are simply in denial of the potential disaster of a long-term care situation.

Retirement Planning

The earlier and more carefully you plan, the more likely you are to realize your vision of the future and enjoy yourself when retirement actually comes. We can guide you step-by-step through the retirement planning process and help you create a plan that meets your unique goals and objectives.

IRA Solutions

We have a broad portfolio of IRA/RMD solutions that can give you the freedom to withdraw your RMD each year and still be guaranteed to leave at least 100% of the original premium as a death benefit through the age of 88, regardless of market conditions.

Wealth Transfer

There are few things more important to successfully transferring wealth than solid financial planning. With so much focus on building an effective retirement plan, creating an equally effective plan for transferring hard-earned assets can unfortunately be an afterthought.

Life Insurance

Many people think of life insurance as simply providing a death benefit to loved ones. Few realize that life insurance has evolved over the last few decades to become one of the most effective tools available for retirement planning.

Whether you’re a business owner, physician, or any professional, people are discovering the advantages of structuring life insurance to provide tax-free income. This is a game changer in modern retirement planning.

Not only does life insurance provide significant tax savings, it can also offer long-term-care coverage, which can be a debilitating expense for many in retirement.

In summary, life insurance can be the solution for:

  • Lifetime tax-free income
  • Long-term-care coverage
  • Helping with final expenses
  • Seamless inheritance for your heirs
  • Helping to pay federal, state, inheritance and estate taxes
  • Making charitable contributions

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