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Capital Strategies, Inc. Services


Services
Fee-Based
Financial Planning
Estate Liquidity
& Survivor Income
Analysis
Business Succession
Planning
Retirement Plan
Analysis
Education Planning,
529 Plans and
Other Vehicles
Employee Benefit
Plan Analysis
& Design
Contract & Severance
Review & Planning
Plan Updates

At Capital Strategies, we provide various levels of comprehensive analysis and planning services. These services are available to individuals and businesses on a fixed fee basis or at an hourly rate. Capital Strategies can be retained to provide consultation in a number of areas including those listed below.

Fee-Based Financial
Planning


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Education Planning, 529 Plans and Other Vehicles

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Estate Liquidity &
Survivor Income Analysis


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Employee Benefit Plan
Analysis & Design


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Business Succession
Planning


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Contract & Severance
Review & Planning


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Retirement Plan Analysis

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Plan Updates

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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
Copyright © 2000 Capital Strategies, Inc., All Rights Reserved.