Lexaurum Advisors

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Home | Capital Resource Group, Inc. Skip to main content menu Home About Our Team Services Financial Planning Asset Management Insurance Wills and Trusts Business-Owner Solutions Resources Market Comment Articles Videos Calculators Contact Client Login Am I On Track? Previous Slide Next Slide Personalized Client Experience Taking care of what's important so you can focus on what matters most to you. Personalized Client Experience Taking care of what's important so you can focus on what matters most to you. Personalized Client Experience Taking care of what's important so you can focus on what matters most to you. 01. About Us We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. Our Philosophy As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our Team G. Pete Fields CLU®, ChFC® President Ian Yarberry Financial Advisor Executive Partner Don Dickey CPA Certified Public Accountant Our Services Financial Planning Many individuals confuse financial planning with general savings and investing advice. While how to save (and how mu

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