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 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
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
Key Person Insurance
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.

expertise

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.

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