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.

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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
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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
Ways to Put Your Tax Refund to Work

Ways to Put Your Tax Refund to Work

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but, more importantly, it’s a chance to put yourself in a better financial position in the future.

If you’re getting a refund back from the IRS, here are using it for long-term benefit....

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Don’t Let Unexpected Expenses Derail Your Retirement

Don’t Let Unexpected Expenses Derail Your Retirement

 While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen expenses during retirement. Some of the most common include:

Inflation: Inflation rates have been low since the 2008-2009 recession. But...

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ABC11 News Interview- Recent Market Volatility

ABC11 News Interview- Recent Market Volatility

Spotlight On: Robert Turner, President & CEO, Capitol Financial Solutions
President and CEO Robert Turner spoke with Invest about managing client anxiety in the past year and what our firm is doing to attract the next generation of financial advisers.

How did you go about managing client anxiety through the past year’s uncertainty?

It’s always...

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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

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.


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