What We Do

We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.

customized solutions

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

we work with you

Capital Strategies Services

We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.

financial confidence

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 Solutions

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 protection

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

customized solutions

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.

Capital Strategies
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Privacy Overview

Privacy Policy

This Privacy Policy ("Policy") applies to csomtx.com, and Capital Strategies ("Company") and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to the Company include csomtx.com. The Company's website is a news and information site. By using the Company website, you consent to the data practices described in this statement.

Collection of your Personal Information

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Sharing Information with Third Parties

The Company does not sell, rent, or lease its customer lists to third parties.

The Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services tothe Company, and they are required to maintain the confidentiality of your information.

The Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on the Company or the site; (b) protect and defend the rights or property of the Company; and/or (c) act under exigent circumstances to protect the personal safety of users of the Company, or the public.

Automatically Collected Information

The Company may automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding the use of the Company's website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

 - Delete your personal information from our records; and

 - Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

 - Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, and provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

 - Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

 - Debug to identify and repair errors that impair existing intended functionality;

 - Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

 - Comply with the California Electronic Communications Privacy Act;

 - Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

 - Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

 - Comply with an existing legal obligation; or

 - Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

The Company does not knowingly collect personally identifiable information from children under the age of 13. If you are under the age of 13, you must ask your parent or guardian for permission to use this website.

Email Communications

From time to time, the Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

If you would like to stop receiving marketing or promotional communications via email from the Company, you may opt out of such communications by replying STOP.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted.

Changes to This Statement

The Company reserves the right to change this Policy from time to time. For example, when there are changes in our services, changes in our data protection practices, or changes in the law. When changes to this Policy are significant, we will inform you. You may receive a notice by sending an email to the primary email address specified in your account, by placing a prominent notice on our Capital Strategies, and/or by updating any privacy information. Your continued use of the website and/or services available after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Company welcomes your questions or comments regarding this Policy. If you believe that the Company has not adhered to this Policy, please contact the Company at:

Capital Strategies
317 Grace Lane Suite 250
Austin, Texas 78746

Email Address:
arc@financialguide.com

Phone Number:
512-346-6020

Effective as of May 19, 2025