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:
taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes, and market fluctuations
providing you with a comprehensive evaluation of your current and future financial state
providing you with the tools and strategies to help you accomplish your retirement dreams
helping you support non-profits and charities
helping you preserve what you have worked hard to build and plan for tax advantaged distribution of your assets to heirs
reviewing and implementing Life Insurance and Long-Term Care coverage to protect your estate
positioning your resources to help achieve your goals for higher education
financial planning for families and trustees of people with disabilities
Experience exceptional value through a customized 5-step process designed to meet your needs.
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 your goals into customized strategies.
After we understand your financial position, our next step is to help you talk about what you want to do with your money. Some people have clear goals, while others have more general ideas. Since we make plans based on your goals, we work to help you figure out exactly what you want. This is also when we start gathering important papers like account statements, tax records, insurnace policies, and estate planning documents.
Based on our consultation, we conduct a thorough analysis of your financial landscape, 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 customized for you.
After reviewing available options, together we select a strategy that best addresses your specific challenges, budget and opportunities. This way, you can take action with confidence.
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.