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
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.
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.
What’s Your Investment IQ?
Perception vs. Reality
