For the sale of Investment Products, including fee-based advisory services, the principals of Capital Strategies and all of our financial planners are Registered Representatives and Investment Advisor Representatives of LPL Financial. LPL Financial is a broker/dealer firm, a Registered Investment Advisor, and member of FINRA/SIPC.
The full range of investment products is available, from mutual funds, to individual stocks and bonds, brokerage accounts, fee-based managed accounts, and professional money managers.
For insurance products, we do not represent any particular company and, therefore, are free to explore the market for the most suitable product for our client. This would include life insurance, annuities, disability income, and long term care protection.
We maintain objectivity in the recommendations to our clients to provide competitively priced products of high quality. Our reputation depends on it!