Capital Strategies is backed by a longstanding organization of experienced people, exceptional products and a realistic, need—based approach to financial strategies. We are committed to helping you meet your financial needs: protecting your family or business, building predictable retirement income, and knowing you will be financially prepared for the future.
With over 60 years of experience in the industry, we remain committed to the core values that our firm was built upon and we leverage our strength to deliver superior value to all our advisors and their clients.
We have over 100 advisors covering all of Central and West Texas and New Mexico. Our main offices are in 4 cities with detached offices spread throughout our territory.
We aspire to transform your destiny by helping you get from where you are to where you want to be.
Building You a Healthier Future
At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be.
Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way.
YOUR FINANCIAL HEALTH...
IS OUR BUSINESS
What Makes Us Different
- Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your 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.
- As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A quick look at how federal income taxes work.
Understanding how a stock works is key to understanding your investments.
Overview of Medicare Advantage, what’s in them, special rules, and more.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?