{"id":10,"date":"2022-01-28T05:08:43","date_gmt":"2022-01-28T05:08:43","guid":{"rendered":"https:\/\/capitalstrat.wpengine.com\/?page_id=10"},"modified":"2023-06-07T14:10:02","modified_gmt":"2023-06-07T14:10:02","slug":"what-we-do","status":"publish","type":"page","link":"https:\/\/csomtx.com\/what-we-do\/","title":{"rendered":"What we do"},"content":{"rendered":"
[vc_custom_heading text=”What We Do” font_container=”tag:h2|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%23ffffff%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2245px%22%2C%22margin-bottom%22%3A%228px%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/section>

[vc_custom_heading text=”customized solutions” font_container=”tag:p|text_align:left|color:%231dc1dd” use_theme_fonts=”yes” el_class=”heading-bar” css=”%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D”][vc_custom_heading text=”We Focus on You” font_container=”tag:h2|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

We are a client-focused organization. Since every financial situation is unique, we take
\nthe time to evaluate your needs through a proven financial analysis process.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/section>

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[vc_custom_heading text=”Listen” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

Our client process begins with you\u2014understanding what is unique about you, your goals, and your vision for the future amid the challenges of today.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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[vc_custom_heading text=”Clarify” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

We provide insight and clarity to the financial strategies that will sculpt your future.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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[vc_custom_heading text=”Plan” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

With a clear understanding of your financial needs, we work on a plan to provide customized solutions\u2014bringing in specialists as needed. <\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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[vc_custom_heading text=”Collaborate” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

With your custom team of strategic experts and specialists in place, we begin the process of collaboration to achieve your financial goals.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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[vc_custom_heading text=”Solve” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

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.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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[vc_custom_heading text=”Service” use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22color%22%3A%22%231DC1DD%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22margin-bottom%22%3A%228px%22%7D%7D”]

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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

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This financial analysis approach and attention to detail are examples of how Capital Strategies goes BEYOND<\/span><\/h2>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
[vc_custom_heading text=”we work with you” font_container=”tag:p|text_align:left|color:%231dc1dd” use_theme_fonts=”yes” el_class=”heading-bar” css=”%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D”][vc_custom_heading text=”Capital Strategies Services” font_container=”tag:h2|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/section>

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[vc_custom_heading text=”financial confidence” font_container=”tag:p|text_align:left|color:%231dc1dd” use_theme_fonts=”yes” el_class=”heading-bar” css=”%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D”][vc_custom_heading text=”Individual & Family Financial Services” font_container=”tag:h3|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

Capital Strategies works with you to make a plan for financial confidence through all of life\u2019s milestones. We\u2019ll 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. <\/p>\n<\/div><\/div>[vc_custom_heading text=”Protect Your Assets” font_container=”tag:h4|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

<\/i>Annuities<\/span><\/span><\/div>
<\/i>Life Insurance<\/span><\/span><\/div>
<\/i>Auto & Home<\/span><\/span><\/div>
<\/span><\/div><\/div><\/div>
<\/i>Disability Income Insurance<\/span><\/span><\/div>
<\/i>Long-Term Care Insurance<\/span><\/span><\/div><\/div><\/div><\/div>[vc_custom_heading text=”Make Your Money Work For You” font_container=”tag:h4|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]
<\/i>Investment Advisory Accounts<\/span><\/span><\/div>
<\/i>Educational Savings Accounts<\/span><\/span><\/div>
<\/i>Retirement Planning<\/span><\/span><\/div>
<\/span><\/div><\/div><\/div>
<\/i>Private Wealth Management<\/span><\/span><\/div>
<\/i>Alternative Investments<\/span><\/span><\/div>
<\/i>401K, Profit Sharing Plans<\/span><\/span><\/div><\/div><\/div><\/div>[vc_custom_heading text=”Plan Your Legacy” font_container=”tag:h4|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]
<\/i>Charitable Gifting Trusts<\/span><\/span><\/div>
<\/i>Irrevocable Life Insurance Trusts<\/span><\/span><\/div>
<\/i>Key Person Insurance<\/span><\/span><\/div><\/div><\/div>
<\/i>Living Trusts<\/span><\/span><\/div>
<\/i>Living Wills<\/span><\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>
[vc_custom_heading text=”business protection” font_container=”tag:p|text_align:left|color:%231dc1dd” use_theme_fonts=”yes” el_class=”heading-bar” css=”%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D”][vc_custom_heading text=”Business Financial Services” font_container=”tag:h3|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

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.<\/p>\n<\/div><\/div>[vc_custom_heading text=”Business Planning Strategy” font_container=”tag:h4|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2222px%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]

<\/i>Business Continuation \/ Succession Strategies<\/span><\/span><\/div>
<\/i>Buy \/ Sell Agreement Funding<\/span><\/span><\/div>
<\/i>Deferred Compensation<\/span><\/span><\/div>
<\/i>Non-Qualified Deferred Compensation<\/span><\/span><\/div>
<\/i>Executive Bonus Arrangements<\/span><\/span><\/div>
<\/i>Cash Benefit and Defined Benefit Plans<\/span><\/span><\/div><\/div><\/div>
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[vc_custom_heading text=”customized solutions” font_container=”tag:p|text_align:left|color:%231dc1dd” use_theme_fonts=”yes” el_class=”heading-bar hide” css=”%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D”][vc_custom_heading text=”Associated Offices” font_container=”tag:h2|font_size:40|text_align:left|color:%23003764″ use_theme_fonts=”yes” css=”%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D”]<\/div><\/div><\/div><\/div><\/section>
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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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"[vc_custom_heading text=\"What We Do\" font_container=\"tag:h2|font_size:40|text_align:left|color:%23003764\" use_theme_fonts=\"yes\" css=\"%7B%22default%22%3A%7B%22color%22%3A%22%23ffffff%22%2C%22font-weight%22%3A%22600%22%2C%22font-size%22%3A%2245px%22%2C%22margin-bottom%22%3A%228px%22%2C%22padding-top%22%3A%2212px%22%7D%7D\"]We offer a vast array of financial tools, services, and expertise for Individuals & Families, and Businesses. [vc_custom_heading text=\"customized solutions\" font_container=\"tag:p|text_align:left|color:%231dc1dd\" use_theme_fonts=\"yes\" el_class=\"heading-bar\" css=\"%7B%22default%22%3A%7B%22margin-bottom%22%3A%220px%22%7D%7D\"][vc_custom_heading text=\"We Focus on You\" font_container=\"tag:h2|font_size:40|text_align:left|color:%23003764\" use_theme_fonts=\"yes\" css=\"%7B%22default%22%3A%7B%22font-weight%22%3A%22600%22%2C%22padding-top%22%3A%2212px%22%7D%7D\"]We are a client-focused organization. Since every financial situation is unique, we take the time to evaluate your needs...","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-10","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/pages\/10","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":0,"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"wp:attachment":[{"href":"https:\/\/csomtx.com\/wp-json\/wp\/v2\/media?parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}