Individuals & Families: Building Foundations that Matter
As you face life’s changes, you may need to refocus and adjust your plans to help you stay on track. You can rely on us to consider your entire family picture throughout the process.
Pre-Retirees: Preparing to Benefit Through Life’s Transitions
To truly reap the benefits of your plan for the long-term, you need to consider how you’re managing the money you make and how you can put that money to work for the good of your future.
Retirees: Distributing Effectively for a Successful Retirement
We understand that in retirement, you want to enjoy the life you've envisioned for yourself while helping ensure you don't outlive your financial resources. Our knowledge includes retirement planning that considers your changing needs and aspirations. We can help you create a robust financial strategy to support your desired lifestyle and lasting legacy for your loved ones.
Business Owners: Helpful Business Planning Needs
Addressing various business needs can present unique challenges for business owners. We specialize in providing tailored solutions to help meet your specific requirements. Whether it's enhancing your operational efficiency, attracting and retaining skilled professionals, or devising strategic plans for long-term growth and success, we are here to assist you.
Comprehensive Specialized Services: Wealth Transfer
At Capital Financial Services, we specialize in crafting personalized wealth-transfer strategies for multigenerational families. Our professional guidance helps ensure effective plans to mitigate taxes and simplify the process, helping secure your legacy and your family's financial future.
AdviceWorks Technology: Another Strategic Solution
To provide you with yet another strategic solution, we’ve partnered with AdviceWorks. AdviceWorks is an intuitive digital platform that gives you easy access to a holistic view of your finances and seamless collaboration with your advisor. We utilize this technology to help you collaborate with your advisor and track your progress toward your goals.