The officers and staff of Capital Strategies are active in a wide variety of professional associations. These organizations provide continuing education and an exchange of planning techniques. The following list does not, however, constitute an endorsement by these associations:
- American Society of CLU & ChFC
- International Association for Financial Planning
- National Society of Compliance Professionals
- National Association of Life Underwriters
- Certified Financial Planner Board of Standards, Inc.
Our organization is affiliated with Confidential Planning Services, Inc., an international network of financial planners located throughout the US, Bermuda, and Canada.
Planners of Capital Strategies are registered representatives and Investment Advisor Representatives of Linsco/Private Ledger for the sale of securities and with respect to Fee-Based asset management services. LPL Financial is a broker/dealer firm, a Registered Investment Advisor, member of the Boston Stock Exchange and member of FINRA/SIPC. As a registered representative, the Capital Strategies planner may receive compensation for such transactions.
Please contact us to discuss your needs today.