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 Learn more...		Education Planning, 529 Plans and Other Vehicles Learn more...
Estate Liquidity & Survivor Income Analysis Learn more...		Employee Benefit Plan Analysis & Design Learn more...
Business Succession Planning Learn more...		Contract & Severance Review & Planning Learn more...
Retirement Plan Analysis Learn more...		Plan Updates Learn more...

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