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Capital Strategies, Inc. Services
Fee-Based Financial Planning

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


Our Approach

Client Benefits

Executive Plans
Client Benefits

Professional Quality..Our commitment to excellence is exemplified by our group of experienced professionals, state of the art technical capabilities, and the comprehensive nature of our program.

Personalized Service..Our individual approach enhances the lives of the people we serve by tailoring solutions to their needs and their values.

Implementation..Our pursuit of results facilitates action so that plans can become reality.

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
email:


Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC
Copyright © 2000 Capital Strategies, Inc., All Rights Reserved.