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Our Services

Capital Strategies Financial Analysis Approach

Capital Strategies is a client- and process-focused organization. Because every financial situation is unique, our professionals strive to be the most valuable advisors who engage in ongoing, collaborative relationships with both our clients, and specialists with expertise, to provide customized solutions.


Listen: Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future.


Clarify: We will provide insight and clarity to the financial strategies that will sculpt your future.


Plan: Because every financial situation is unique, our professionals strive to be the most valuable advisors who engage in ongoing, collaborative relationships with both our clients and specialists with expertise to provide customized solutions.


Collaborate: Every step in achieving your financial goals begins with collaboration with you and our strategic experts and specialists.


Solve: Through collaboration and planning we will deliver high quality advice to help you understand, grow and implement sustainable future.


Service: Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies.

Financial Tools

Asset Protection

  • Annuities
  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Auto & Home

Investments

  • Investment Advisory Accounts
  • Private Wealth Management
  • Educational Savings Accounts
  • Alternative Investments
  • Retirement Planning
  • 401K, Profit Sharing Plans - Solo & Simple

Business Planning

  • Business Continuation / Succession Strategies
  • Buy / Sell Agreement Funding
  • Deferred Compensation
  • Key Person Insurance
  • Non-Qualified Deferred Compensation
  • Supplemental Executive Retirement Plans
  • Executive Bonus Arrangements
  • Cash Benefit and Defined Benefit Plans

Reviews

  • Charitable Gifting Trusts
  • Irrevocable Life Insurance Trusts
  • Living Trusts
  • Living Wills