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.
How Income Taxes Work
A quick look at how federal income taxes work.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Knowing the rules may help you decide when to start benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
An increasing number have been developed to help individuals with their personal finances.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What are your options for investing in emerging markets?
You’ve made investments your whole life. Work with us to help make the most of them.