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 solutions 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 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.

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 solutions.

  • 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 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.

  • 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 solutions 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

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."

Market Update 5/14/20

Market Update 5/14/20

COVID-19 continues to dominate the headlines, with some states initiating their reopening efforts even as the White House is battling cases within the West Wing. Experts say the critical balance will come down to finding the “new normal” with caution as we take steps to spur the economy back into action....

Learn more
Market Update 4/22/2020

Market Update 4/22/2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our clients to ease the uncertainty many of us are feeling. Sometimes it helps to hear expert perspective, so...

Learn more
Statement Shock During Market Volatility

Statement Shock During Market Volatility

Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...

Learn More

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, NC 23233

(804) 288.8800

COVID-19

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.


More COVID-19 Updates