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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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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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
5 Facts to Remember During Market Volatility

5 Facts to Remember During Market Volatility

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain amount of volatility, and keeping those market swings in perspective is important.

Here are five facts to remember when the market gets bumpy: 

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Don't Panic - A Bull Case for Equities

Don't Panic - A Bull Case for Equities

It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the market as well as your accounts.

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What is a Backdoor Roth IRA Conversion?

What is a Backdoor Roth IRA Conversion?

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with my financial goals?” and one possible option is a Roth RIA. Roth IRAs are tax-advantaged retirement savings accounts that can be quite useful if you expect your tax obligations will rise as you get older.

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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

8720 Stony Point Parkway

Suite 325

Richmond, VA 23235

(804) 288.8800