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Capital Strategies, Inc. Experience
Success Stories

Experience
Success Stories
  - Estate Tax Savings
  - Sharing the Wealth
  - Staying on Target
  - A Financial Roadmap
  - Charitable Family Legacy


It has been a pleasure for Capital Strategies to assist our clients in the achievement of numerous and varied financial goals, some of which have been quite unique. Common themes, however, are funding for college educations, establishing benefit plans for growing companies, planning for early retirement, saving and investing for special purchases, preserving and protecting the estate for heirs, and meeting very generous charitable goals. Though the same goals are often expressed, each solution is unique to the client's situation. It makes our work interesting and truly rewarding. The following vignettes share a few examples in which we were instrumental in the achievement of our clients' financial goals.

Estate Tax Savings

Sharing the Wealth

Staying on Target

A Financial Roadmap

Charitable Family Legacy

Please contact us to discuss your needs today.




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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650
email:


Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC
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