Our team at Capsur, initially founded by industry veteran Terry Register, is deeply committed to helping people achieve their retirement goals. With a collective focus on excellence, we’ve earned a reputation for quality service, showcased by our longstanding 20-year membership in the prestigious Life and Qualifying Million Dollar Round Table.
The Smart Planning System was created to offer both high-quality financial products and robust sales support. Our mission goes beyond numbers; we’re dedicated to community engagement. We actively participate in community outreach programs, serving on church personal committees, and supporting organizations such as the Zachary Taylor Orphanage in Kenya, Uttermost Ministries, and the Fellowship of Christian Athletes.
Located in Raleigh, NC, our approach to financial planning emphasizes the importance of successful relationships. We believe in what we call “association with independence,” a philosophy that allows us to tailor our services to fit each client’s individual needs, including specialized retirement strategies.