Services


Business PlanningRetirement Planning | Estate Planning



The financial management process at Capitol Financial Solutions begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side
so that you’re confident in and comfortable with the financial suggestions we make.

 

CLIENT DISCOVERY QUESTIONNAIRE


Our areas of expertise include:



Family Protection - preserving your assets and protecting your income amid life's uncertainties.

Wealth Management - taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes and market fluctuations.*

Educational Funding - positioning your resources to help you achieve your goals for higher education.

Retirement Planning - providing you with the tools and strategies to help you accomplish your retirement dreams.

Estate Planning Strategies - helping you preserve what you have worked hard to build and plan for the distribution of your assets to heirs.

Disability Income Insurance - protecting your current income stream and future earnings in the event of a disability.

Long-Term Care Insurance - protecting your assets from the rising costs of long-term care that can affect your financial future and that of your loved ones.

Business Succession Planning - Our succession strategies are tailored to your wealth-transfer objectives. We provide life insurance and disability income insurance funding for Buy-Sell Agreements to provide for the orderly disposition of closely held business assets.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.