Don Jr. works with pre-retirees and retirees, helping them tackle the issues that are important to their financial well-being.

Don Jr. and his staff are committed to helping their clients have a solid financial future with added confidence to stay the course toward prosperity. As a team, your goals and objectives come first. We assist in helping people reach their financial goals to take them to and through retirement. As a fiduciary, we have to put the interests of our clients above our own interests. We are here to help others by serving them with their financial and estate planning needs. Don Jr. does this by staying current with issues and concerns that can affect his clients most. Including, but not limited to tax and income planning as needed.

His passion for helping others began when he enlisted in the Air Force. After honorably serving our country for 8 years, he began his transition into the financial sector. This transition took place over 40 years ago. He is a licensed Investment Advisor Representative and licensed insurance professional. He is the president of Capital Financial Management NC, Inc., A wealth Management Firm, as well as Capital Consulting Group NC, Inc. Which addresses any and all types of Estate and Insurance Planning needs. In addition, he has appeared on Money.com and Fortune.com.

On a personal note, Don Jr. and his wife, Patti, had been married for 34 wonderful years before her passing of cancer in June of 2017. She is missed terribly. They have two sons, Don III and Sam. Sam received his MBA with a major in finance at the University of North Carolina at Charlotte and currently works with our sister company Capital Consulting Group, heading up our insurance department. Don III is a former enlisted Marine and Afghanistan veteran. Don lll earned his MBA at the University of North Carolina at Chapel Hill and currently works at Cisco as an IT specialist for international clients. Don Jr. has been residing in Fuquay-Varina, North Carolina for the last 28 years.

Please feel free to call Don Jr. for a confidential, no-fee consultation. Together, we can help you have a better retirement.