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James S. Hopson, Jr., CFP®

Capital Advisory Group, Inc.

5151 Belt Line Rd
Ste 1250
Dallas, TX 75254
Phone: (972) 770-4850
Fax: (972) 770-4814

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Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Business Taxes
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: We work on Retainer and fee combinations if appropriate

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.