Coach Pete & Capital Financial Advisory Group Due Diligence Kit

How to Use This Information

We’ve designed these resources to help you better understand how Capital Financial Advisory Group (CFAG) operates. We recommend the following:

• Read the CFAG - Important Things to Consider.pdf to get a high-level understanding of how CFAG operates and helpful things to know in assessing any advisor.

• The CFAG Due Diligence Checklist.pdf serves as a guide should you decide to meet with CFAG. We recommend getting their responses in writing and request they sign and date confirming your understanding. This could prove valuable should any misunderstanding or disputes arise later.

• CFAG’s Form ADV Part 1.pdf & Form ADV Part 2.pdf are regulatory filings that help consumers understand the services provided, fee structure and conflicts of interest.

• If you currently work with Capital Financial Advisory Group and are interested in exploring how we may assist you in terminating your relationship and avoid surrender charges from insurance products sold by CFAG please click here to schedule a call.