About Capital Financial Strategies
Independent Firm Backed by a Strong Leader
We are a full-service financial firm serving North Florida and South Georgia and we serve our clients with a commitment to provide a positive client experience.
As an independent firm, you benefit from working with an independently owned and operated firm with strong community ties and local relationships, while having access to the resources typical of much larger firms. This is because we are allied with Securian Financial Services, Inc., a strong financial services firm with over 135 years of history in the financial services industry.*
Because of our relationship with Securian, we have the ability to provide the same level of service and products many of the large, captive firms do, but maintain a truly objective approach to our advice and recommendations. This is because we work with many different insurance and financial institutions, which allows us to provide you with the products and services that address your unique financial needs.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We take a “hands-on” approach and embrace the opportunity to work with other professionals who may provide counsel in other areas of your life, such as attorneys and CPAs.
Learn more about our services.
*Securian's financial strength and claims-paying ability rank us among the most highly rated insurance company groups in the nation. For more information about the ratings agencies and to see where our ratings rank compared to other ratings, please see out website at Securian.com/ratings
Wealth Management for Life
We use a complete wealth management approach that helps you take clear, simple steps toward looking holistically at your financial picture.
Your assets and legacy are about more than individual investments and retirement strategies. That's why we put you at the center of a conversation with a trusted financial advisor. It's a disciplined, step-by-step approach called Wealth Management for Life that focuses on listening to your needs and providing choices, recommendations, and advice to help you make informed decisions suited to your unique circumstances.
Here are some of the important areas where Capital Financial Strategies can help:
- Retirement strategies
- Insurance protection
- Investment strategies
- Financial solutions for business owners
- Estates and trusts
- Charitable giving
Capital Financial Strategies offers a wide range of products and services including:
- Life insurance
- Disability insurance
- Long term care insurance
- Mutual funds
- Brokerage accounts
- Stocks and bonds
- Investment advisory services and wrap accounts
- Asset allocation
- Financial planning
- College funding
- Business succession
- Retirement programs
- Deferred compensation
- Key employee insurance
- Group medical insurance
- Employee benefits
Contact us today to begin a relationship and experience our value proposition first-hand.