Understanding Today’s Financial Environment
Welcome, we are Capitol Financial Solutions. Acting as fiduciaries, we place the goals and objectives of our clients at the center of our financial planning process. We understand that individuals, their families, and their businesses face unique challenges as they strive to reach their goals. Have I saved enough for retirement? Are my investments tax efficient ? Are tax inefficiencies hampering my goals? Is my family and/or business protected should something happen to me? How do I best accumulate the wealth needed to fund my child’s college expenses? We can help take the mystery out of these questions with a structured financial plan catered to you.
We are very proud of the practice that we have built and look forward to working with you and your loved ones.Contact Us
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
It may help your business be better prepared in the event of the death of a principal or key employee.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are four very good reasons to start investing. Do you know what they are?
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
When markets shift, experienced investors stick to their strategy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
Peer-to-peer payment apps are one of the newest ways to send money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?