Our Services

Our mission is to help you develop a solid financial plan while setting realistic goals for your retirement.

Mutual Funds and Managed Accounts

We provide a full range of investment products including managed accounts, stocks, bonds, mutual funds, REIT’s and ETF’s.

Retirement Income Planning

We help ensure your retirement income is guaranteed to live as long you do. Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

Life Insurance

Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.

Social Security Analysis

Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.

Long Term Care Insurance

 With annual costs of nursing home care running to potentially tens of thousands of dollars per year, you may be considering long-term care insurance. We provide access to asset-based long-term care insurance policies through leading providers.

Securities offered through Capital Investment Group, Inc. 100 E. Six Forks Rd Suite 200, Raleigh, NC 27609. Member FINRA/SIPC. Affiliated with Capital Investment Advisory Services, LLC. Tarkenton Financial and Capital Investment Group are independent of each other. 

Guarantees in insurance products are backed solely by the claims-paying ability of the issuing insurer. 

Justin Chadwick is not affiliated with or endorsed by the Social Security Administration or any government agency. 

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