Services

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.

• Retirement strategies - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  
  
• Estate conservation - Reviewing your wills and trusts for estate preservation. Helping with beneficiary designations. Help reduce exposure to estate taxes* and probate costs*. Coordinating with your tax and legal advisors.
  
  
• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  
  
• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  
  
• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  
  
• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.