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Our Process

Collaboration

A Team of professionals means every resource, every option and every solution is considered.

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.

Comprised of a dedicated team of financial professionals and advisors with high core values and extensive experience in finance, law, insurance, and money management, our firm offers a wide range of products and services for:

Wealth Management

taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes, and market fluctuations

Financial Planning

providing you with a comprehensive evaluation of your current and future financial state

Retirement Planning

providing you with the tools and strategies to help you accomplish your retirement dreams

Charitable Planning

helping you support non-profits and charities

Estate Planning Strategies

helping you preserve what you have worked hard to build and plan for tax advantaged distribution of your assets to heirs

Insurance and Risk Management

reviewing and implementing Life Insurance and Long-Term Care coverage to protect your estate

Educational Funding

positioning your resources to help achieve your goals for higher education

Special Needs Planning

financial planning for families and trustees of people with disabilities

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