CFR Capital Group

CFR Capital Group is a financial and tax practice in Scottsdale, Arizona. It brings tax preparation and financial planning under one roof so that clients receive both kinds of advice from the same team.

Services

• Investing: portfolio planning as part of a wider financial plan.
• Insurance: cover reviewed alongside other goals.
• Retirement planning: plans built for each life stage.
• Tax preparation and planning: help with filings and maximising the bottom line.
• Estate conservation: arrangements to protect what is passed on.
• Small business bookkeeping: bookkeeping and quarterly reporting for owners.

Customers and markets

Individuals and families planning across their whole lives, and small business owners who want bookkeeping handled for them. The firm says it takes time to learn each client's concerns before designing a plan.

Key facts

• Based in: Scottsdale, Arizona
• Client tools: online client portal and a blog on money decisions