Doing My Best For You!

 As a Capitol Financial Solutions representative and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs.

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.
 

Maintaining a strong sense of community and a solid professional foundation are very important to me. I am involved with the community through the Rotary Club and I have started the Scott D. Sorrell Scholarship at my high school in High Point, NC.

Please click here to read more about me

RECENT NEWS:

Andy Borum Receives 2008 Scott D. Sorrell Annual Scholarship

Scott Sorrell Receives Jack Wardlaw Salesperson of the Year Award

Sorrell Recieves One of the Highest Honors JHFN Bestows

Sorrell Recognized as Top Performer by Million Dollar Round Table for 2007

John Hancock Ranks Number One in Life Insurance Sales in 2007

Sorrell Qualifies for ACE 2009

Sorrell Recognized as Million Dollar Round Table Qualifier for 2008

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

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