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Capital Strategies, Inc.

Services
Fee-Based Financial
Planning
  - Our Approach
  - Client Benefits
  - Executive Plans

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

Products
Investment Services
Life Insurance
Disability Insurance
Long Term Care

Experience
Success Stories
  - Estate Tax Planning
  - Sharing the Wealth
  - Staying on Target
  - A Financial Roadmap
  - Charitable Family
    Legacy

About Us
Mission
History
Executive Officers
& Affiliates
Associations
& Affiliations
Directions

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