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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 advisors 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

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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Lifetime of Earnings

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

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

5 Benefits of Working in Retirement

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How Retirement Spending Changes With Time

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Why Regular Rebalancing Makes Sense

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Mastering Mobile Lingo

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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

Lifetime of Earnings

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

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Determine your potential long-term care needs and how long your current assets might last.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Power of Tax-Deferred Growth

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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