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
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?