Services

Capitol Financial Solutions prides itself on taking a comprehensive approach to customizing financial solutions to meet your needs. Our advisors encourage clients to integrate existing relationships with trustees, attorneys, accountants, and other professionals. 

 

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.

Comprised of a dedicated team of financial professionals and advisors with high core values and extensive experience in finance, law, insurance and money management, our firm offers a wide range of products and services for:

Our areas of expertise include:

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

Financial Planning- providing you with a comprehensive evaluation of your current and future financial state

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

Charitable Planning- helping you support non-profits and charities

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

Insurance and Risk Management- reviewing and implementing Life Insurance and Long Term Care coverage to protect your estate

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

Special Needs Planning- financial planning for families and trustees of people with disabilities

 

2019 Key Financial Data