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.