Steve Consiglio, MS, CLTC

Steve Consiglio, MS, CLTC

Financial Planner

Visit my web site!

Phone: (804) 665-1523
E-mail:
 

Wealth creation and preservation is the primary focus of Capitol Financial Solutions. Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities. Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them. Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process - not the first.

I can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. My job is to manage them. Helping to maintain and improve your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that your loved ones are always taken care of - these are the goals and the very purpose of the existence of Capitol Financial Solutions.

 

Professional Personal Services

· Financial Needs Analysis

· Products for College Funding

· Estate Conservation Strategies

· Products and Services for Retirement Funding

· Life Insurance

· Long Term Care Insurance

· Disability Income Insurance

· Fee-Based Managed Accounts

 

Professional Business Services

· Buy/Sell Agreement Funding

· Executive Compensation Plans

· Deferred Compensation Plans

· Products and Services for Retirement Funding

· Business Continuation Strategies

· Key Person Insurance

 

Professional Qualifications

· M.S., Virginia Commonwealth University

· B.S., Roanoke College

· Certified in Long Term Care

· Series 6 Securities Licensed

· Series 63 Securities Licensed

· Series 65 Securities Licensed

· Life/Health Insurance Licensed

· Long Term Care Insurance Licensed

 

Personal Affiliations

· Resides in the West End of Richmond, VA

· Enjoys CrossFit and Kung Fu

· Epiphany Lutheran Church, Member

· Natural Health Advocate

· Italian American Business and Professional Società, Board Member

· Richmond Chamber of Commerce, Member

· NAIFA, Richmond Chapter, Member

· National Athletic Trainers’ Association, Member

· National Strength and Conditioning Association, Member