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Capital Strategies, Inc. Services
Fee-Based Financial Planning

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

Our Approach

Client Benefits

Executive Plans
Our Approach

We believe comprehensive planning is a client-oriented process, focusing on the psychological, as well as financial factors which have an impact on formulating a long-term strategy. Our approach is designed to help you articulate and quantify goals, organize financial data, identify needs, expose new opportunities, and evaluate alternative courses of action. Our process includes an analysis of current and projected net worth, cash flow, income taxes, employee benefits, investments, estate and gift tax planning, and risk management.

By creating a better perspective of the total situation, we help you make meaningful decisions. This comprehensive client-oriented approach is a proven method toward the achievement of your financial goals and 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 & Asset Management Services offered through LPL Financial · FINRA/SIPC
Copyright © 2000 Capital Strategies, Inc., All Rights Reserved.