Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments


Fee-Based Advisory Accounts

Brokerage Accounts

Mutual Funds

Individual Stocks

Bonds

Employer plans - 401(k) / 403(b) / 457(b)

Traditional IRAs

Roth IRAs

SEP & SIMPLE IRAs

529 Education Accounts

Annuities

REITs

Alternative Investments

Financial Planning

3 Ways To Engage:

  1. Comprehensive Fee-Based Financial Plan
  2. Subscription Service (Monthly Fee)
  3. Targeted Need Based Analysis


Retirement Income Planning

College Planning

Estate Planning

Financial Plan Stress Tests

Business Succession Planning

Insurance

Life Insurance

  • Term Life
  • Whole Life
  • Universal Life

Long Term Care

Hybrid Long Term Care

Disability Income

Business Insurance

  • Buy Sell Agreements
  • Key Man Insurance

Mortgage Protection

Family Protection

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

capfscharlotte@capfs.com  |  (704) 643-0408