Objectives

Here at Capitol Financial Solutions, my primary mission is to assist families and businesses in the accumulation and preservation of wealth. With my clients, I work to achieve this goal by addressing these four areas:

 

Accumulation: We will create customized solutions to help you invest with confidence so you can achieve your short and long-term goals by taking time and risk tolerance into consideration.

 

Protection: Together, we build customized investment strategies, college funding strategies and retirement plans.

 

Distribution: There are solutions that protect what you value the most; your family, your hard earned assets, current income, future earnings, retirement savings and most importantly—your lifestyle.

 

Business Planning: Strategies designed to maximize your personal benefits provide the tools to recruit and retain key employees and establish ownership succession strategies.