We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.
What We Do
We Focus on You
We are a client-focused organization. Since every financial situation is unique, we take
the time to evaluate your needs through a proven financial analysis process.
Listen
Our client process begins with you—understanding what is unique about you, your goals, and your vision for the future amid the challenges of today.
Clarify
We provide insight and clarity to the financial strategies that will sculpt your future.
Plan
With a clear understanding of your financial needs, we work on a plan to provide customized solutions—bringing in specialists as needed.
Collaborate
With your custom team of strategic experts and specialists in place, we begin the process of collaboration to achieve your financial goals.
Solve
Arguably the most critical step in the process, we work as a team to solve problems, overcome obstacles, and help you understand and implement a sustainable future.
Service
Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies.
This financial analysis approach and attention to detail are examples of how Capital Strategies goes BEYOND
Capital Strategies Services
We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.
Individual & Family Financial Services
Capital Strategies works with you to make a plan for financial confidence through all of life’s milestones. We’ll help you prepare for the unexpected and uncertainties of your financial future, by protecting your assets, making your money work for you, and planning your legacy.
Protect Your Assets
Annuities
Life Insurance
Auto & Home
Disability Income Insurance
Long-Term Care Insurance
Make Your Money Work For You
Investment Advisory Accounts
Educational Savings Accounts
Retirement Planning
Private Wealth Management
Alternative Investments
401K, Profit Sharing Plans
Plan Your Legacy
Charitable Gifting Trusts
Irrevocable Life Insurance Trusts
Key Person Insurance
Living Trusts
Living Wills
Business Financial Services
Business owners spend the majority of their time working in their business instead of on their business. Capital Strategies works with you to implement strategies for business protection, continuity, and resiliency.
Business Planning Strategy
Business Continuation / Succession Strategies
Buy / Sell Agreement Funding
Deferred Compensation
Non-Qualified Deferred Compensation
Executive Bonus Arrangements
Cash Benefit and Defined Benefit Plans
Associated Offices
Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MML Investors Services, LLC or its subsidiaries. Any such offices are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.
Our Brokerage Team
Our brokers are part of our pool of specialists. During the collaboration part of our financial analysis process, a Brokerage Director is an effective part of your financial professionals team who will find the best fit for protecting your assets through a wide array of high quality insurance products, as well as estate and business planning expertise.
During the collaboration part of our financial analysis process, a Brokerage Director is an effective part of your financial professionals team in these areas:
Case consultations
Illustration support
Liaison to estate and business planning experts
Product positioning strategies and expertise
Access to expert underwriting team dedicated to Brokerage
Product Portfolio
Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got product solutions. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.
Estate and Business Planning
Working in conjunction with your clients’ counsel, tax professionals, and accountants, the estate and business planning experts are available to help you with case consultation, sales collaborations, and advanced sales strategies.
View Bio
Dr. Rodney Mogen
Brokerage Director
Dr. Rodney Mogen, CRPC, AAMS, LUTCF, and many more, is a 24-year veteran of the Insurance and financial industry. He started as a financial planner with IDS Financial Advisers and grew a large planning practice of 450 annual planners. Rodney was always known for his DI Sales ranking near the top of the company every year and also his Small Business planning expertise. Rodney soon became a manager and grew his district to 100 advisers.
Wanting more than a sales management and planning career, Rodney branched out and now works with financial professionals to do what he loves, drive more Disability insurance opportunities, and assist in Business Planning Cases and Opportunities. He helps financial professionals and agents with Voluntary/Non-Voluntary plans, Executive carve out plans for DI and Life, other Business Planning techniques, and Income/Asset Protection strategies that include annuities, LTC planning, and Life Insurance.
Rodney is also heavily involved in our industry, serving on multiple industry boards in various positions, including the president, with associations like NAIFA, FPA, IDIS, and several others. Rodney can be reached at
rmogen@massmutualbrokerage.com
512.680.6851
https://www.linkedin.com/in/rodneymogen?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAHmM5cBMh07w...
Brokerage Director
View Bio
Scott Woolley
Brokerage Director
Scott Woolley is a Brokerage Director at Massachusetts Mutual Life Insurance Co. (MassMutual). He makes available to insurance brokers the portfolio of MassMutual products, including Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance, and Fixed Annuities. The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term.
He is looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients’ needs, including case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies, and presentations. Scott can be reached at
scottwoolley@massmutualbrokerage.com
512.637.6231
https://www.linkedin.com/in/scott-woolley-2b8365135?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_..
Brokerage Director
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