The Capital Group

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

59 Years

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(401) 943-2210Call Visit WebsiteVisit Website Map & DirectionsDirections1220 Pontiac Ave Ste 301Cranston, RI 02920 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

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North Providence (11 miles)
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Coventry (13 miles)

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Phone: (401) 464-4783

Fax: (401) 943-2252

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Capital Group Financial Advisors Inc

The Capital Group Financial Advisors, Inc.

Capital Group Financial Advsrs

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https://www.thecapitalgroup.bz/disclosure.asp?SPID=101215&OrgID=996

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (401) 943-2210

Address: 1220 Pontiac Ave Ste 301, Cranston, RI 02920

Website: https://www.thecapitalgroup.bz/disclosure.asp?SPID=101215&OrgID=996

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The Capital Group

Tax Planning
Barry’s expertise lies in all aspects of investment and tax planning with a specialization in the area of tax strategic investing for retirement and Estate Planning. As a Registered Representative with FINRA, Barry is licensed as a Registered Investment Advisor.
Charitable Giving
A trust established for the benefit of a charitable organization under which the trustor receives income from an asset for a set number of years or for the trustor's lifetime. Upon the termination of the trust, the asset reverts to the charitable organization. The trustor receives a charitable contribution deduction in the year in which the trust is established, and the assets placed in the trust are exempt from capital gains tax.
Estate Taxes
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Tax Deductions
Tax credits, the most appealing type of tax deductions, are subtracted directly, dollar for dollar, from your income tax bill.
Income Tax
A method of calculating income tax that disallows certain deductions, credits, and exclusions. This was intended to ensure that individuals, trusts, and estates that benefit from tax preferences do not escape all federal income tax liability. People must calculate their taxes both ways and pay the greater of the two.
Capital Gains Taxes

Investment Management
A Managing Principal of The Capital Group., Barry Misbin is an integral part of its management team. Joining the firm in 1979, Mr. Misbin is a veteran of the investment planning industry for the past thirty years.
Mutual Funds
A mutual fund whose objective is a balance of stocks and bonds. Such funds tend to be less volatile than stock-only funds.
Bonds
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but it’s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why it’s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
Trusts, prenuptial agreements, insurance, and qualified retirement accounts must be structured to protect your children, spouse, and other loved ones from losing control of assets you give them when you die. That’s a routine part of the new landscape of financial planning for modern families
Retirement Planning
The unfortunate fact is that many of us think of saving for retirement when we are approaching retirement. The earlier you begin your plan; the chances are greater that you will achieve your goals. Whether you are currently in or nearing your prime earning years, almost retired, or in retirement, a well-planned program can help you make the most of your assets. Proper planning for the dawn of your life will make your future brighter. Let us assist you with our Retirement Planning Analysis service. We will provide you with a detailed analysis, including projections, forecasting what amount of money you will need to live comfortably in retirement, and then how to reach those goals. Or, if you are already retired, what should you do to maintain your standard of living.
Annuities
Income from investments such as CDs, Social Security benefits, pension benefits, some annuities, or most bonds that is the same every month.
Asset Management
Founded in 1965, The Capital Group is a family owned, independent firm whose investment philosophy emphasizes asset allocation, diversification, and sound investment strategies. The objective is growth, but that which is consistent with prudent risk.
Living Trusts
A legal entity created by an individual in which one person or institution holds the right to manage property or assets for the benefit of someone else. Types of trusts include: Testamentary Trust – A trust established by a will that takes effect upon death; Living Trust – A trust created by a person during his or her lifetime; Revocable Trust – A trust in which the creator reserves the right to modify or terminate the trust; Irrevocable Trust – A trust that may not be modified or terminated by the trustor after its creation
Charitable Remainder Trusts
Charitable Lead Trusts
A trust established for the benefit of a charitable organization under which the charitable organization receives income from an asset for a set number of years or for the trustor's lifetime. Upon the termination of the trust, the asset reverts to the trustor or to his or her designated heirs. This type of trust can reduce estate taxes and allows the trustor's heirs to retain control of the assets.

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