Exciting news – Our firm has recently expanded its footprint in the Central Texas area by joining with Capital Strategies! The newly combined firm will be known as Capital Strategies, a member of the MassMutual Financial Group.

Through the integration of our firms, we will not only continue to provide you exceptional financial products and services, but will broaden the strength and experience of the team behind us, so we're better positioned to meet your future needs.

We remain committed to the core values that our firm was built upon, and look forward to leveraging our combined strength to deliver superior service to all our valued clients.

 

PRESS RELEASE

Two Distinguished Firms Join Forces to Meet Rising Demand for Sound Financial Advice

Capital Strategies Well-Positioned to Help More Community Members Achieve Financial Goals

Austin, TX – August, 2017.  To meet the growing demand for financial advice and services in Central, South and West Texas, as well as Albuquerque, New Mexico, MassMutual Southwest, have unified to become one organization named Capital Strategies.

The new organization, Capital Strategies, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), was part of a strategic growth initiative devised by Co-General agents, Todd Holt and Michael Priede. The firm's goal is to help meet the financial needs of more businesses, families and individuals in the region.

Throughout recent years, Austin, San Antonio and the surrounding areas has gained the national spotlight for its booming economy. The region's high concentration of technology, bio-tech, pharmaceuticals, entrepreneurs, business owners, and academic institutions have driven the demand for sound financial advice and services. A bi-product of the area's economic vitality is that many up-and-coming businesses, families and professionals new to the area do not yet have a framework in place to provide financial protection if something unexpected were to happen.

“By combining our strengths, we can provide tremendous value to both advisors and clients,” says Michael Priede, Co-General Agent.  “With access to shared resources, including highly specialized professionals with financial planning and analysis, asset protection, investments, benefits consulting, and business planning expertise, our advisors can make a positive difference in even more clients lives.”

The firm currently has 100 financial service professionals who have committed to helping community members create and preserve wealth. Their expertise combined with access to life insurance, annuities, disability income insurance, long term care insurance, retirement planning strategies, estate planning strategies and college funding products, help to ensure that the financial needs of individuals, families and small businesses in the region are met. The firm is headquartered in Austin and has satellite offices in San Antonio, Corpus Christi, Killeen, Lubbock, Midland and Amarillo, Texas, and Albuquerque, New Mexico.

“An essential ingredient in achieving financial confidence is working with someone you know and trust,” explains Todd Holt, Co-General Agent. “We now have talented representatives accessible to clients throughout the region. Whether they are in the heart of downtown Austin or anywhere in the region, our team stands ready, willing, and steadfastly committed to providing extraordinary financial service."

If you would like to learn more about Capital Strategies, please visit our website at www.csomtx.com or call 512-637-6228.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC www.SIPC.org.  Supervisory Office:  6300 Bee Cave Road, Bldg. 2, Ste. 400, Austin, TX 78746.  512-346-6020.

 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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