Personal Financial Solutions

Personal Financial Solutions

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 strategies to meet your needs. Our advisors encourage clients to integrate existing relationships with trustees, attorneys, accountants, and other professionals.

Learn more
Business Solutions

Business Solutions

No two businesses are exactly alike, so our business solutions are tailored to your specific needs and include the following programs and services:

  • Employee Benefit Packages
  • Retirement Planning
  • Executive Compensation Strategies
  • Employee Education
  • Business Continuation Strategies
  • Key Person Planning
  • Qualified Retirement Plan Services
Learn more

OUR MISSION

Provide quality guidance, build relationships of trust, and develop innovative solutions for our clients.

We are a full-service financial planning firm that has a main focus in working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to better educate, organize, and help 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 the goal of financial independence for you and future generations.

Our Process

One of the ways we provide value to our clients is through our personalized 5-step process.

  • Step 1. Discovery

    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 strategies.

  • Step 2. Consultation

    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 strategies 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.

  • Step 3. Analysis

    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 strategies that are comprehensive and customized for you.

  • Step 4. Implementation

    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.

  • Step 5. Monitor & Review

    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.

Helpful Content
April Is Financial Literacy Month

April Is Financial Literacy Month

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren, and these kids are ready to learn! Recent data shows that nearly 74% of teens desire to be financially literate, and 86% want to learn how to invest.

Learn more
Celebrating Black Wealth Builders Throughout History

Celebrating Black Wealth Builders Throughout History

In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their contributions to America's financial and socioeconomic progress.

Learn More
Should Investors Be Worried About Ukraine?

Should Investors Be Worried About Ukraine?

We all woke up this morning to the terrible news about Russia and the military invasion of neighboring Ukraine. While none of us knows for sure how things will play out, investors are understandably watching closely to see the impact of these events on an already volatile market.

Learn more

How Much Do You Know About Investing?

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."

Raleigh Office

8816 Six Forks Road

Suite 301

Raleigh, NC 27615

(919) 546.0400

Charlotte Office

13777 Ballantyne Corporate Place

Suite 550

Charlotte, NC 28277

(704) 643.0408

Richmond Office

3957 Westerre Parkway

Suite 402

Henrico, VA 23233

(804) 288.8800