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Capital Strategies, Inc. Services
Employee Benefit Plan
Analysis & Design

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

The purpose of the Employee Benefit Section is to assist you in understanding the benefit alternatives available to you within your company plans and their effect on your personal financial situation. Significant elements include Pension, Savings Plans, Stock Option Programs, and Group Insurance benefits. A comprehensive knowledge of these programs will help you to maximize these benefits and to integrate them in your plans for financial security.

This review includes a summary of your present benefits, and projections of the future value of those benefits based on the specifications of the plans and the assumptions you provide. To be of continuing value, the assumptions should be updated periodically and benefits re-projected.

For each benefit, we provide an explanation and description of its salient features. These descriptions are intended only to highlight your company benefit plans and policies and are not to be construed as substitutes for the documents which legally govern each of the benefit plans and official Company procedures.

This segment of your plan is of tremendous value in that often your employee benefits provide the bulk of your financial security. Projecting the value of these plans over your career will help you to assess the role of these benefits in your retirement plans and in meeting other financial objectives.

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

Securities & Advisory Services offered through LPL Financial · FINRA/SIPC
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