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.
This calculator shows how inflation over the years has impacted purchasing power.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Determine your potential long-term care needs and how long your current assets might last.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
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Why are 401(k) plans, annuities, and IRAs so popular?