Qualified and Non-Qualified Plans
As advisors to many individuals, First Capital recognizes the need for high quality corporate retirement plan services. To assure our clients have top quality corporate benefit plans advice, First Capital formed a strategic partnership called Greenleaf Financial with Cafaro Greenleaf, an independent corporate retirement services firm.
Cafaro Greenleaf is an award-winning leader widely recognized as a pioneer in the retirement plan industry. Their exclusive focus on corporate plans and public pensions is what sets them apart from other investment advisors.
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Cafaro Greenleaf and First Capital Advisors Group are not affiliated. This report was prepared by First Capital Advisors Group, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. First Capital Advisors Group is doing business as Greenleaf Financial. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. First Capital Advisors Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: First Capital Advisors Group, LLC 200 White Road, Suite 215, Little Silver, NJ 07739. Cafaro Greenleaf and First Capital Advisors Group are not affiliated entities.
The information herein was obtained from various sources. First Capital Advisors Group, LLC does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. First Capital Advisors Group, LLC assumes no obligation to update this information, or to advise on further developments relating to it.
Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time period or that investors will not incur losses. Past performance is not indicative of future results.