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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Rachana Puri, Capital Financial Group , Member/ MassMutual Financial Group

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United States
Madison, MS
Rachana Puri, Capital Financial Group , Member/ MassMutual Financial Group

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I have the skills, knowledge and experience required to help meet my client’s established goals.

- Preparing for the next step in life isn’t always easy.

- Knowledge is the key to a successful financial future.

- Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

- I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

- I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

- My goal is to provide families and business owners with assistance in building their financial freedom. My personal goal is to become a lifetime resource for each and every client

- My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. For licenses and disclosures, see https://capitalfinancialgroup.net/.

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

09/17/2026

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role. Let’s connect.

09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4ix35X5

08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

Address

124 One Madison Plaza
Madison, MS
39110

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16015944507

Website

https://capitalfinancialgroup.net/view-advisor.php?view=14762577635a37f86ba625b

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