About Us

Personal finances are complex and small mistakes can turn into large dollar losses. We provide a review of your personal situation with a no-stress complimentary first meeting where you can ask questions and make sure you are on a good path.

 

How we’re different

We strive to be your trusted resource. Incorporating retirement planning, savings, pensions, student debt, mortgage and even your taxes we objectively look at your entire portfolio and prioritize your goals to help create the most efficient plan.

 

Our Philosophy

You deserve confidence in your financial future. We are happy to provide a second look at your current financial plan if you already work with an advisor.

 

Our Process

We aspire to educate our clients to feel confident in the decisions they’re making to best navigate their finances.

Meet Your Advisor

Michael J. | Insurance Broker | Capital Consulting Group

Michael J. Leonelli

I finished my degree while working for M&T Bank and took on an internship with an Insurance Carrier in 2010 where I worked as a captive Financial Professional until 2022. After significant changes, and concerns with fee’s I started Capital Consulting Group, an independent firm that can access most carriers to better meet your needs. Being able to become a broker on existing plans, while being able to explore other options without being locked into a single company like before. Outside of work, I am completing a second degree with Purdue University, am a volunteer Fire Fighter for Cicero Fire, and spend a lot of time supporting local nonprofits, and nonprofits for the schools I work in, like the Back Pack Program at Indian River CSD, where we raise thousands of dollars a year to help support the goal of keeping kids from going hungry outside of school.

Who we serve

We work with individuals and families to manage their wealth. From strategies for growth, to contingency planning and asset protection, our responsibility is to empower clients in the pursuit of their financial goals.

State employees:

  • Teachers and school faculty and staff
  • Corrections officers
  • Pensioners

Retiree’s and those close to it looking for a tax efficient distribution plan.

What we offer

  • Inclusive review of your entire situation and open discussion to have questions answered
  • Support to incorporate all of your accounts in one place without making a single change to your accounts
  • Tax efficient distribution plans
  • Retirement planning
  • Pension Planning
  • Insurance needs
  • Long Term Care and Estate Planning
  • Brokerage and tax advantaged income 
  • Mutual Funds

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