Feel Secure No Matter What The Future Brings

Begin your plan for your financial future

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

  • Anjum J. Malone
    Anjum J. Malone
  • Ana Johns
    Ana Johns
  • Geoffrey W White
    Geoffrey W White
  • Aaron C. Matheny
    Aaron C. Matheny
  • John L. Olsen
    John L. Olsen
Anjum J. Malone
Anjum has been the office manager at Capital Strategies Group, LLC for 4 years.  Prior to joining CSG, Anjum founded and operated two successful businesses in the East Valley over the past 18 years.  She has worked extensively with retirees in the Phoenix area assisting clients with their recreational, financial, and estate planning needs. 
Anjum holds a Bachelor of Science degree from Brigham Young University.  As a Certified Legal Document Preparer she is proficient in creating Living Trusts, Wills, Power of Attorney, Living Wills and other estate planning documentation under the direction of the attorney.  She is a Notary Public and continues education classes in the area of legal document preparation.  She and her husband Mike live in Mesa and share five children and 3 grandchildren.
 
Ana Johns

Ana has been a member of the Capital Strategies Group team for ten years.  She has a fourteen year background in high level administrative support in the finance industry.  She has worked with the largest banks in Arizona including Chase Bank, Conseco Finance, and Bank of America.  Ana has been instrumental in the successful operation of each division where she was employed and was often called on to provide training to new and existing staff.  She is a licensed Property and Casualty insurance agent and will soon be certified in Health and Life insurance as well.  She is the proud mother of two children.

Email: ana@csgplanners.com

Geoffrey W White
Geoffrey W. White, CFP®, ChFC, MSFS, has been in the investment and financial planning business for 17 years.  With a Bachelors Degree in Finance from Arizona State University and a Masters Degree in Financial Services from the Institute of Business and Finance, he has become experienced in solving complex financial issues for families and businesses.  Geoff also teaches classes for students preparing to take the Certified Financial Planner™ national certification exam through Kaplan University.  With tenure in multiple specialized areas, he has been able to put his experience to work for families, no matter how simple or complex.  He and his wife Andrea live in Gilbert with their five children.
Aaron C. Matheny
Aaron has been assisting clients in the areas of Financial Planning, Estate Planning, and Insurance Solutions for over six years.  Using his wealth of experience, Aaron has been successful in providing creative integrated solutions for individuals, families and businesses.  He holds a Masters Degree in Human Development from Colorado State University.  He is Board Certified in Estate Planning, is registered as an Investment Advisor Representative and holds licenses with the Arizona Department of Insurance and the Arizona Department of Real Estate.  Aaron lives in Gilbert with his wife Rebecca and their five children. 
 
John L. Olsen
John has worked in his own business as a marketing and sales consultant in medical sales and other fields, including working with Beneficial Financial Group as a Financial Professional in San Diego and Sacramento, California as well as the Phoenix Arizona area.  John has a bachelor’s degree from Brigham Young University and has had extensive continuing education in financial services. He is an Investment Advisor Representative of Capital Strategies Group, LLC having passed his Series 7 and 66 securities exams, and offers investment advice in Arizona, California, Nevada and Utah. John is insurance-licensed in Arizona, California (OB24850), Nevada, North Carolina and Utah. John is a member of FPA and NAIFA and lives with his wife Sonja in Scottsdale.
 
Email: john.olsen@csgplanners.com
 

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

Videos

Geoff White, CFP® with Capital Strategies Group Talks About Risk Tolerance
Before you can invest responsibly it’s important to take a...
Aaron Matheny, CFP® I Capital Strategies Group I Estate Planning
Aaron Matheny with Capital Strategies Group, Tempe, AZ discusses the...
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