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8816 Six Forks Road
Serving Virginia, North Carolina and South Carolina
Contact us today to schedule an appointment!
We are positioned to meet your unique needs while striving to exceed your highest expectations.
The Right Direction
You can count on a unique financial planning experience with personal service.
You worked hard to get where you are today. We will work hard to help you get where you want to be tomorrow.
With a proper financial strategy, you can meet goals for yourself and for those who matter most.Capitol Financial Solutions prides itself on taking a comprehensive approach to customizing financial solutions to meet your needs. Our advisors encourage clients to integrate existing relationships with trustees, attorneys, accountants, and other professionals.
No two businesses are exactly alike, so our business solutions are tailored to your specific needs and include the following programs and services:
We are a full-service financial planning firm that specializes in working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to better educate, organize, and prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you are able to protect and preserve your lifestyle, assets, and loved ones.
With our local presence, you can count on a unique client-first experience and resources to help you achieve financial independence for you and future generations.
One of the ways we provide value to our clients is through our personalized 5-step process.
The first step in establishing a relationship of trust is getting to know you, your financial situation, and your personal and business goals. Our intention is to translate these goals into customized solutions.
Once we have gained an understanding of your current financial landscape, our next step is to help you articulate your goals and priorities. While some clients come to us with very specific goals in mind, others have a more abstract idea of their objectives. Because our solutions are designed with your specific goals in mind, we strive to help you identify exactly what those goals are. It is also during this stage that we begin to gather relevant records such as existing account statements, tax records, insurance policies and estate planning documents.
Based on our consultation, we conduct a thorough analysis of your financial situation, leveraging professionals who specialize in law, accounting, and business valuation as needed to assemble and analyze a number of possible approaches. This step also allows us to find solutions that are comprehensive and customized for you.
After reviewing available options, together we select a strategy that best addresses your specific challenges, budget and opportunities. This consultative approach allows you to take action with confidence.
Our relationship doesn't end with the implementation of your financial strategy. We will meet continually to monitor your progress and goals in light of changes in the economic environment and recommend adjustments as deemed appropriate. At Capitol Financial Solutions, we pride ourselves on commitment, and look forward to strengthening our relationship with you.
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!
The Treasury Department and Internal Revenue Service has announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended to May 17, 2021...
Recent market volatility has seen major swings in both directions, but should you be worrying about those day-to-day changes in your 401K and retirement accounts? Robert Turner with Capitol Financial Solutions shares his advice...
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.
For the most part, contribution limits for employees will remain unchanged, while limits for the self-employed and small business owners will increase. IRA savers will see slightly increased income limits for deducting contributions....
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
8816 Six Forks Road
Raleigh, NC 27615
13777 Ballantyne Corporate Place
Charlotte, NC 28277
3957 Westerre Parkway
Henrico, VA 23233
We are open and ready to help you with your financial planning needs. We have implemented the necessary changes within our offices to adhere to CDC guidelines.