Broker Check

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.



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

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A bucket plan can help you be better prepared for a comfortable retirement.

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A Fruitful Retirement: Social Security Benefit

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When Markets React

When markets shift, experienced investors stick to their strategy.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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