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Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft


Michael Priede

Michael Priede

CHIEF EXECUTIVE OFFICER

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Darren Scrimpshire

Darren Scrimpshire

PRESIDENT

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Scott Werner

Scott Werner

EXECUTIVE VICE PRESIDENT

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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 combined experience in the industry, we remain committed to the core values our firm was built upon and we leverage our strength to deliver superior value to all our financial professionals and their clients.

We have 150 financial professionals covering all of Central and West Texas and New Mexico. Our main offices are in 4 cities with detached offices spread throughout the territory.

We aspire to transform your destiny by helping you get from where you are to where you want to be.


TRANSFORMING DESTINY

Building You a Healthier Future

Vision

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.

Mission

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.


Listen

Clarify

Plan

Collaborate

Solve

Serve

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.

Helpful Content

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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